PC-EFTPOS IP Communications Gateway Installation Guide. EFT Client & EFT Server

Transcription

1 PC-EFTPOS IP Communications Gateway Installation Guide EFT Client & EFT Server Release 1.08 March 2011

2 Revision Record Version Date Author Document Revisions Preparation 1.00 July 08 Richard Bolt Richard Bolt Document Creation 1.01 July 08 Richard Bolt Richard Bolt Minor updates 1.02 July 08 Richard Bolt Richard Bolt Minor updates to SSL IP 1.03 July 08 Richard Bolt Richard Bolt Changed to IP Communications Gateway 1.04 Aug 08 Richard Bolt Richard Bolt Changes to IP address 1.05 May 09 Richard Bolt Richard Bolt Updates for software ver June 09 Richard Bolt Richard Bolt Included Suncorp details 1.07 Aug 09 Richard Bolt Richard Bolt Included Trouble Shooting 1.08 Mar 11 Richard Bolt Richard Bolt Updated for software ver Copyright PC-EFTPOS Pty Ltd, 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 Fax

3 Table of Contents 1. Introduction Before you start Bank Terminology Installing the software for PC-EFTPOS IP Communications Gateway... 2 When installing the software to set up for the PC-EFTPOS IP Communications Gateway, the 3 most common choices are as follows: Single POS terminal with pinpad PC-EFTPOS Configuration Wizard Multiple POS terminals with separate server (no pinpad on the server machine) PC-EFTPOS Configuration Wizard Determining the IP address of your server Multiple POS terminals (with no separate server) PC-EFTPOS Configuration Wizard Determining the IP address of your server Configuring Multiple POS Terminals PC-EFTPOS Configuration Wizard Trouble shooting General trouble shooting steps Fallback Not Working?... 44

4 1. Introduction This document outlines how to install both the PC-EFTPOS EFT Client and Server software when using the PC-EFTPOS IP Communications Gateway *Note PC-EFTPOS EFT Software must first be installed on the server which will connect directly with the bank. The server must have an internet connection and not connect via a proxy Optionally, 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 (2.3.2) 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, The latest PC-EFTPOS IP Communications Gateway installation software, (the software can be downloaded from our website EFTPOS%20Setup.exe Terminal and Merchant ID s (per lane) supplied by the bank, Internet connection (the gateway server shouldn t be connecting to the internet via a proxy) 1.2 Bank Terminology Terminal ID : This is the number that uniquely identified each EFTPOS terminal. Merchant ID : This number uniquely identifies each merchant 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 ANZ Merchant ID Terminal ID 11 digit number. This is entered into the merchant ID field on the setup page. Help Desk Number NAB St George Suncorp Westpac CBA Bendigo Travelex/ Pulse Option 4 PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 1

5 2. Installing the software for PC-EFTPOS IP Communications Gateway When installing the software to set up for the PC-EFTPOS IP Communications Gateway, the 3 most common choices are as follows: 1) A single POS terminal with a pinpad connecting to the Gateway (refer to Chapter 2.1) 2) Multiple POS terminals with pinpads, and a separate server machine with no pinpad that connects to the Gateway (Refer to Chapter 2.2 for installing the server software and Chapter 2.4 for installing the software on the other terminals) 3) Multiple POS terminals with pinpads, with no separate server machine. In this case you will need to use one of the POS terminals as the server connecting to the Gateway. (Refer to Chapter 2.3 for installing server software on one of the terminals and Chapter 2.4 for installing the software on the other terminals) These three setups are described below. PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 2

6 2.1 Single POS terminal with pinpad Download and run the PC-EFTPOS IP Communications Gateway software from EFTPOS%20Setup.exe To install the software The default directory is recommended PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 3

7 For a single POS lane, always select PC-EFTPOS Client And Server option The default folder is recommended PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 4

8 Click Install to begin the software installation and to start the Configuration Wizard This can take up to several minutes to install. PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 5

9 2.1.1 PC-EFTPOS Configuration Wizard Give this a try to confirm your connections PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 6

10 Click Next (F3) if ok. If not, check com ports and click Detect again Select your required bank and Click Next (F3) PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 7

11 Choose the settings that you require here (Com port and terminal). Then click Next If you are using i3070 terminal, select the No option If you are using i5100 or Sagem terminal, select the Yes option then select the option to use the Internal modem as the fallback link to the bank. This configuration is optional, but recommended in case your internet connection fails. You will need a phone line plugged in to the i5100 (This option should be enabled for the Sagem which uses internal GPRS modem) PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 8

12 If you have installed the EMS Server software, enter the IP address here, otherwise leave blank For the PC-EFTPOS IP Gateway, make sure you select the PC-EFTPOS Gateway option PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 9

13 Enter in the User Id and Password provided to you by PC-EFTPOS for access to the secure IP Gateway Set the priority to High. If later in the config wizard you use a P66/67/68 modem as an optional fallback, you would configure the priority of the modem as 0 - Low This will be the IP address for the secure Financial Gateway. gw0.pceftpos.com You should open up your firewall for this IP address as well as gw1.pceftpos.com The port will always be 443 Optional: If you will be using a P66/67/68 modem as a fallback option to the PC- EFTPOS IP Gateway, you should click Yes here to configure for it. See the PC-EFTPOS Installation Guide for more details on this. Click Next (F3) PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 10

14 Optional Step: If you want to use TMS then select PC-EFTPOS SLL, otherwise press Skip (F2) Optional: If you want to configure TMS, make sure you select the PC-EFPOS SLL option. Otherwise press Skip (F2). This option is not shown for all banks, and should be Skipped if you using St George i3070 or i5100. Click Next (F3) Click Complete (F3) PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 11

15 2.2 Multiple POS terminals with separate server (no pinpad on the server machine) Download and run the PC-EFTPOS IP Communications Gateway software from EFTPOS%20Setup.exe Install the software on your Server machine The default directory is recommended PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 12

16 When installing on a separate server machine (with no pinpad), you need to select the EFT Server Only option The default folder is recommended PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 13

17 Click Install to begin the software installation and to start the Configuration Wizard This can take several minutes to install. PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 14

18 2.2.1 PC-EFTPOS Configuration Wizard Give this a try to confirm your connections. You will only need to do this if you are using a P66/67/68 modem as your fallback option on the server. Otherwise you can press Skip (F2). PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 15

20 For the PC-EFTPOS IP Gateway, make sure you select the PC-EFTPOS Gateway option Enter in the User Id and Password provided to you by PC-EFTPOS for access to the secure IP Gateway Set the priority to High. If later in the config wizard you use a P66/67/68 modem as an optional fallback, you would configure the priority of the modem as 0 - Low This will be the IP address for the secure IP Gateway. gw0.pceftpos.com You should open up your firewall for this IP address as well as gw1.pceftpos.com The port will always be 443 PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 17

21 Optional: If you will be using a P66/67/68 modem as a fallback option to the PC- EFTPOS IP Gateway, you should click Yes here to configure for it. See the PC-EFTPOS Installation Guide for more details on this. Click Next (F3) Optional Step: If you want to use TMS then select PC-EFTPOS SLL, otherwise press Skip (F2) Optional: If you want to configure TMS, make sure you select the PC-EFPOS SLL option. Otherwise press Skip (F2). This option is not shown for all banks, and should be Skipped if you using St George i3070 or i5100. Click Next (F3) PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 18

22 Click Complete (F3) PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 19

23 2.2.2 Determining the IP address of your server You have now configured your server for connection to the PC-EFTPOS IP Communications Gateway. For details on configuring your other terminals, please refer to Chapter 2.4 Configuring Multiple POS Terminals. You will need the IP address of this server machine when you are configuring the software for the other terminals You can get this information by performing the following steps 1) Double click on the EFT-Server icon (green $ sign) 2) You may see a button that says Open Control Panel, if so, click the button 3) Click on the Server tab. 4) This will list the IP address of the server. Note this information down for configuring your other terminals Server tab EFT Server icon Note the IP address for this sever machine, as you will need it for configuring your other terminals PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 20

24 2.3 Multiple POS terminals (with no separate server) Download and run the PC-EFTPOS IP Communications Gateway software from EFTPOS%20Setup.exe If you have no separate sever machine, you will need to select one of the terminals to act as the server and to install the EFT Server software on it. If you have a P66/67/68 modem attached to one of the terminals, to use as a fallback option, you should make this your selected server machine. To install the software on the selected Server machine PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 21

25 The default directory is recommended Since this machine will be installing the server software and also have a pinpad attached, make sure you select the PC-EFTPOS Client and Server option PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 22

26 The default folder is recommended PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 23

27 Click Install to begin the software installation and to start the Configuration Wizard This could take several minutes to install. PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 24

30 Choose the settings that you require here (Com port and terminal). Then click Next If you are using i3070 terminal, select the No option If you are using i5100 or Sagem terminal, select the Yes option then select the option to use the Internal modem as the fallback link to the bank. This configuration is optional, but recommended in case your internet connection fails. You will need a phone line plugged in to the i5100 (This option should be enabled for the Sagem which uses internal GPRS modem) If you have installed the EMS Server software, enter the IP address here, otherwise leave blank PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 27

31 For the PC-EFTPOS IP Gateway, make sure you select the PC-EFTPOS Gateway option Enter in the User Id and Password provided to you by PC-EFTPOS for access to the secure IP Gateway Set the priority to High. If later in the config wizard you use a P66/67/68 modem as an optional fallback, you would configure the priority of the modem as 0 - Low This will be the IP address for the secure IP Gateway. gw0.pceftpos.com You should open up your firewall for this IP address as well as gw1.pceftpos.com The port will always be 443 PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 28

32 Optional: If you will be using a P66/67/68 modem as a fallback option to the PC- EFTPOS IP Gateway, you should click Yes here to configure for it. See the PC-EFTPOS Installation Guide for more details on this. Click Next (F3) Optional Step: If you want to use TMS then select PC-EFTPOS SLL, otherwise press Skip (F2) Optional: If you want to configure TMS, make sure you select the PC-EFPOS SLL option. Otherwise press Skip (F2). This option is not shown for all banks, and should be Skipped if you using St George i3070 or i5100. Click Next (F3) PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 29

33 Click Complete (F3) PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 30

34 2.3.2 Determining the IP address of your server You have now configured your server for connection to the PC-EFTPOS IP Communications Gateway. For details on configuring your other terminals, please refer to Chapter 2.4 Configuring Multiple POS Terminals. You will need the IP address of this server machine when you are configuring the software for the other terminals You can get this information by performing the following steps 1) Double click on the EFT-Server icon (green $ sign) 2) You may see a button that says Open Control Panel, if so, click the button 3) Click on the Server tab. 4) This will list the IP address of the server. Note this information down for configuring your other terminals Server tab EFT Server icon Note the IP address for this sever machine, as you will need it for configuring your other terminals PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 31

35 2.4 Configuring Multiple POS Terminals Download and run the PC-EFTPOS IP Communications Gateway software from EFTPOS%20Setup.exe You must make sure you have installed the software on a server machine first. Please refer to Chapter 2.2 or Chapter 2.3 (depending on your configuration) on how to do this. Once the server machine software has been installed, complete the following steps on each of the other POS terminals with connected pinpads. To install the software PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 32

36 The default directory is recommended Since this machine will have a pinpad attached, make sure you select the PC- EFTPOS Client and Server option PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 33

37 The default folder is recommended PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 34

38 Click Install to begin the software installation and to start the Configuration Wizard This can take several minutes to install. PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 35

41 Choose the settings that you require here (Com port and terminal). Then click Next If you are using i3070 terminal, select the No option If you are using i5100 or Sagem terminal, select the Yes option then select the option to use the Internal modem as the fallback link to the bank. This configuration is optional, but recommended in case your internet connection fails. You will need a phone line plugged in to the i5100 (This option should be enabled for the Sagem which uses internal GPRS modem) If you have installed the EMS Server software, enter the IP address here, otherwise leave blank PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 38

42 Since you should have already installed this software on your server machine make sure you select the Another PC on the network option This will be the IP address where you installed the server software. Refer to Chapter for determining the IP address. The port will be 2005 by default PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 39

43 Click Next (F3) Click Complete (F3) PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 40

44 3. Trouble shooting 3.1 General trouble shooting steps Check that the status of the PC-EFTPOS SLL connection in the Lines tab of the EFT Server has a status of CONNECTED If it is not CONNECTED, check the properties to make sure that the IP address is set to gw0.pceftpos.com (or gw1.pceftpos.com) and port is 443 and that the PC s firewall allows access to the IP address and port PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 41

45 If the status is CONNECTED, check that the user name and password provided by PC-EFTPOS have been entered correctly in the Server tab If the status is CONNECTED, check that the Default Link in the Links tab is assigned to the PC- EFTPOS SLL interface. If not, you can add it by selecting the line and adding it through the Properties window PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 42

46 If the status is CONNECTED, make sure that the server PC is not accessing the internet via a proxy Open a web browser and enter the following address You should get a screen as follows Click on Continue to this website (not recommended). You should get a screen with garbage messages similar to the following, if you do not then you are probably connecting to the internet via a proxy server PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 43

47 3.2 Fallback Not Working? In some cases you may find that your fallback connection does not get activated when the gateway connection is down. The following steps should resolve this issue for you **Warning** - These are manual steps that force your fallback connection to be used. Use with extreme caution. Once the gateway connection is operational, you will need to reverse the steps 1) Start the EFT Server (green $ icon) on the PC that has the gateway connection 2) Click on Open Control Panel link (this option is not visible on all Operating Systems) 3) Click on the Links tab 4) Select the Default Link line 5) Click on the Properties button 6) Select the TCPIP_SSL connection 7) Click on the Remove button 8) Close the EFT Server and restart the EFT Server service. PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 44

48 Once the gateway connection is operational, you will need to reverse these steps 1) Start the EFT Server (green $ icon) on the PC that has the gateway connection 2) Click on Open Control Panel link (this option is not visible on all Operating Systems) 3) Click on the Links tab 4) Select the Default Link line 5) Click on the Properties button 6) Click on the Insert button PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 45

49 7) Select the TCPIP_SSL interface 8) Keep pressing OK until you re back at the Links tab 9) Close the EFT Server and restart the EFT Server service. If you are still unable to connect via the IP Communications Gateway, call PC- EFTPOS Help Desk on (02) for further fault finding analysis. PC-EFTPOS IP Communications Gateway Installation Guide v1 08.docx 46