PC-EFTPOS / BWA Merchant Services. Installation Guide. (Verifone Vx810)

Transcription

1 PC-EFTPOS / BWA Merchant Services Installation Guide (Verifone Vx810) Release 1.04

2 Revision Record Version Date Author Document Revisions Preparation 1.00 July 2011 Harrisson Ghys Richard Bolt Document Creation 1.01 August 2011 Richard Bolt Richard Bolt Added dial up option 1.02 August 2011 Richard Bolt Richard Bolt Minor updates 1.03 August 2011 Richard Bolt Richard Bolt Minor updates 1.04 August 2011 Richard Bolt Richard Bolt Minor updates 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 BWA Merchant Services Terminology Installing the software for PC-EFTPOS IP Communications Gateway VeriFone Vx810 USB installation 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 Resolving Duplicate Client ID errors... 45

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 PC-EFTPOS EFT Software must first be installed on the server which will connect directly with BWA Merchant Services. The server must have an internet connection and not connect via a proxy Optionally, on the server which is connecting with BWA Merchant Services, 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 BWA Merchant Services 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 BWA Merchant Services, Internet connection (the gateway server shouldn t be connecting to the internet via a proxy) 1.2 BWA Merchant Services Terminology Terminal ID : This is the number that uniquely identified each EFTPOS terminal. Merchant ID : This number uniquely identifies each merchant BWA Merchant Services will issue details for each terminal at the site as well as the connection to BWA Merchant Services. The following outlines the details that BWA Merchant Services will issue: Bank BWA Merchant Services Merchant ID Terminal ID Username Password Help Desk Number PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 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. Dial up communications will be supported for backup transaction processing only. PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 2

6 2.0 VeriFone Vx810 USB installation. 1. Do not plug the terminal in yet 2. Install the PC-EFTPOS software from EFTPOS%20Setup.exe 3. Follow the installation steps as Section Stop at step (the Configuration Wizard), then follow the steps below 5. Connect the VeriFone Vx810 to a USB port in the computer. 6. If a connection is successfully established between the Verifone terminal and POS (Computer) you should receive the popup window Found New Hardware. This window can be dismissed. Select Cancel or the small x to the top right, shown below; 7. Navigate to the directory C:\PC_EFT\usb\VerixV-Vx810WinUsbDriver as shown below; 8. Double click the installvfi icon, as shown above, to start the installation of the driver. (If you wish to manually assign a COM port, please refer to the README instructions). 9. The installation will complete. The VeriFone Vx810 terminal is now ready to operate. 10. At this point, the PINPad will be asking for a terminal id (supplied by BWA Merchant Services) 11. Follow through the rest of the configuration of the software (from step 2.1.1). 12. Once the software has been installed, enter in your terminal id 13. Terminal will log on to BWA Merchant Services and be ready to use PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 3

7 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 BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 4

8 For a single POS lane, always select PC-EFTPOS Client And Server option The default folder is recommended PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 5

9 Click Install to begin the software installation and to start the Configuration Wizard This can take up to several minutes to install. PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 6

10 2.1.1 PC-EFTPOS Configuration Wizard Give this a try to confirm your connections PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 7

11 Click Next (F3) if ok. If not, check com ports and click Detect again Select BWA Merchant Services and Click Next (F3) PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 8

12 Choose the settings that you require here (Com port and terminal). Then click Next Select the No Option Check the COM port number is correctly assigned (see notes below) Then click Next Note: If your PINPad is not automatically detected, or the incorrect COM port number is shown above, then follow these steps to determine the correct COM port number 1) Click on Windows Start button 2) Right Click on My Computer ( Computer on Windows 7) 3) Select Manage 4) Click on Device Manager 5) Click on the + icon in front of Ports to show all COM ports. 6) Take note of the COM port number assigned to the Verifone Vx810 (eg. COM9:) 7) Make sure the same COM Port number is selected from the drop down list in the configuration wizard above PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 9

13 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 BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 10

14 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 section of the PC-EFTPOS Installation Guide for more details on this. Click Next (F3) PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 11

15 Click Complete (F3) PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 12

16 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 BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 13

17 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 BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 14

18 Click Install to begin the software installation and to start the Configuration Wizard This can take several minutes to install. PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 15

19 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 BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 16

21 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 BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 18

22 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 section of the PC-EFTPOS Installation Guide for more details on this. Click Next (F3) Click Complete (F3) PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 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 BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 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 BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 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 BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 22

26 The default folder is recommended PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 23

27 Click Install to begin the software installation and to start the Configuration Wizard This could take several minutes to install. PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 24

31 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 BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 28

32 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 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 section of 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) PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 29

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 BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 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 BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 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 BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 33

37 The default folder is recommended PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 34

38 Click Install to begin the software installation and to start the Configuration Wizard This can take several minutes to install. PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 35

42 If you have installed the EMS Server software, enter the IP address here, otherwise leave blank Since you should have already installed this software on your server machine make sure you select the Another PC on the network option PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 39

43 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 Click Next (F3) PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 40

45 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 ) and port is 443 and that the PC s firewall allows access to the IP address and port PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 42

46 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 BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 43

47 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 If you don t get a message warning about the Security Certificate, then your site may have been blacklisted from our servers. Contact our help desk for further information PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 44

48 3.2 Resolving Duplicate Client ID errors The internet gateway username/password can only be used on one PC. If it gets used on more than one PC, then it generates a DUPLICATE CLIENT ID (A key is generated and stored in their registry and if it doesn t match with the key on our gateway, then it will lock the user id out) These steps will fix the connection with a customer s internet gateway should it ever drop out with DUPLICATE CLIENT ID error Basically all you need to do is clear out the key from the registry, which will recreate a new one when the EFT Server service is restarted and restore the connection) From the customer s end 1) Click on the Windows Start button 2) Click on All Programs 3) Click on Accessories 4) Click on Run 5) Enter in regedit without the quotes and press on OK 6) Navigate to HKEY_LOCAL_MACHINE\SOFTWARE\Remedy\EFTSRV\SERVER PC-EFTPOS BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 45

49 7) Double click on the USID field (it will be full of garbage characters) 8) Delete out the characters to make the field blank and then press on OK 9) Restart the EFT Server service, by either rebooting the PC... or follow steps below 10) Click on the Windows Start button 11) Click on All Programs 12) Click on Accessories 13) Click on Run 14) Enter in services.msc without the quotes and press on OK 15) Scroll through the list and find EFT-Server 16) Right click on it and select Restart option 17) It should only take a few seconds for it to restart. If it hangs, then you ll need to reboot the PC instead 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 BWA Merchant Services(Verifone Vx810) Installation Guide v1.04.docx4 46