e231 Installation Guide VeriFone Part Number DOC173-013-EN-A, Revision A

e231 Installation Guide VeriFone Part Number DOC173-013-EN-A, Revision A

e231 Installation Guide 2014 VeriFone, Inc. All rights reserved. No part of the contents of this document may be reproduced or transmitted in any form without the written permission of VeriFone, Inc. The information contained in this document is subject to change without notice. Although VeriFone has attempted to ensure the accuracy of the contents of this document, this document may include errors or omissions. The examples and sample programs are for illustration only and may not be suited for your purpose. You should verify the applicability of any example or sample program before placing the software into productive use. This document, including without limitation the examples and software programs, is supplied As-Is. VeriFone, the VeriFone logo, Omni, VeriCentre, Verix, and ZonTalk are registered trademarks of VeriFone. Other brand names or trademarks associated with VeriFone s products and services are trademarks of VeriFone, Inc. All other brand names and trademarks appearing in this manual are the property of their respective holders. Comments? Please e-mail all comments in this document to your local VeriFone Support Team. VeriFone, Inc. 2099 Gateway Place, Suite 600 San Jose, CA, 95110 USA www.verifone.com VeriFone Part Number DOC173-013-EN-A, Revision A

CONTENTS PREFACE....................................... 5 Audience........................................................ 5 Organization..................................................... 5 Related Documentation............................................ 5 Conventions and Acronyms......................................... 6 Overview Key Features.................................................... 8 Features and Benefits............................................. 8 Exceptional Ease of Use......................................... 8 Performance and Durability...................................... 8 Setup Usage Guidelines................................................ 10 Environmental Factors......................................... 10 Electrical Considerations....................................... 10 Unpacking the Shipping Carton..................................... 10 Examining Device Features........................................ 11 Attaching the Dell Venue 8 Pro tablet to the e231....................... 12 Using the Micro-USB Port.................................................. 17 Using the Barcode Reader......................................... 18 Using the Magnetic Stripe Reader................................... 19 Specifications Temperature and Humidity......................................... 21 External Dimensions.............................................. 21 Weight........................................................ 21 Maintenance Cleaning the Device.............................................. 23 VeriFone Service and Support Troubleshooting Guidelines Accessories and Documentation.................................... 25 Accessories.................................................. 25 Documentation............................................... 25 Warranty....................................................... 26 Returning a Unit for Repair......................................... 28 Transactions Fail to Process....................................... 29 E231 INSTALLATION GUIDE 3

CONTENTS 4 E231 INSTALLATION GUIDE

PREFACE This guide is your primary source of information for setting up the e231. Audience Organization Related Documentation This guide is useful for anyone installing a e231. Basic descriptions of the device features are also provided. This guide is organized as follows: Chapter 1, Overview. Provides an overview of the e231. Chapter 2, Setup. Explains setup and installation of the e231 and usage guidelines. Chapter 3, Specifications. Discusses the dimensions of the e231 as well as operating and non-operating temperatures. Chapter 4, Maintenance Provides information on maintaining the e231. Chapter 5, VeriFone Service and Support. Provides information on contacting your VeriFone service provider and information on how to order accessories or documentations from VeriFone. Chapter 6, Troubleshooting Guidelines. Provides troubleshooting guidelines should you encounter installation and configuration problems. To learn more about the e231, refer to the following set of documents: e231 Certifications and Regulations Sheet VPN DOC173-011-EN e231 Quick Installation Guide VPN DOC173-012-EN E231 INSTALLATION GUIDE 5

PREFACE Conventions and Acronyms Conventions and Acronyms This section describes the conventions and acronyms used in this guide. Various conventions are used to help you quickly identify special formatting. Table 1 describes these conventions and provides examples of their use. Table 1 Document Conventions Convention Meaning Example Blue Text in blue indicates terms that are cross referenced. See Conventions and Acronyms. Italics Courier NOTE Italic typeface indicates book titles or emphasis. The courier typeface is used while specifying onscreen text, such as text that you would enter at a command prompt, or to provide an URL. The pencil icon is used to highlight important information. You must install a roll of thermalsensitive paper in the printer. http://www.verifone.com RS-232-type devices do not work with the PIN pad port. CAUTION WARNING The caution symbol indicates possible hardware or software failure, or loss of data. The lightning symbol is used as a warning when bodily injury might occur. The device is not waterproof or dustproof, and is intended for indoor use only. Due to risk of shock do not use the device near water. Various acronyms are used in place of the full definition. Table 2 presents acronyms and their definitions. Table 2 Acronym mpos MRA USB VPN Acronym Definitions Definitions Mobile Point of Sale Merchandise Return Authorization Universal Serial Bus VeriFone Part Number 6 E231 INSTALLATION GUIDE

CHAPTER 1 Overview The e231 integrates the Dell Venue 8 Pro tablet and VeriFone's PAYware Mobile technology to create a robust Windows-based mobile point of sale (mpos) platform solution. The e231 offers a unique combination of best-in-class security, processing speed, and enterprise class features - such as rapid barcode scanning and an encrypting magnetic card reader. Figure 1 The e231 E231 INSTALLATION GUIDE 7

OVERVIEW Key Features Key Features The following are the key features of the e231: Encrypting Magnetic Stripe Card Reader Triple track magnetic stripe reader Support Hi/Low coercivity VeriFone Remote Key Loading (VRK) enabled 2D Barcode Scanner Scan support for both physical and virtual buttons Support full omnidirectional scanning Features and Benefits Exceptional Ease of Use Performance and Durability The e231 is VeriFone s first mobile payment device that supports the Windows 8 operating system. This provides a more efficient and flexible alternative for retailers that use traditional cash registers or have existing Windows-based infrastructures. Slim and form fitting to allow seamless integration between the e231 and the Dell Venue 8 Pro tablet. The lightweight and ergonomic design allows retailers to easily carry the device and engage customers anywhere in the store. Omnidirectional scanning does not require precise barcode and reader alignment. The triple-track, high-coercivity card reader handles most magnetic stripe cards. Fast processing speed completes transactions in seconds. Rounded corners to minimize breakage. 8 E231 INSTALLATION GUIDE

CHAPTER 2 Setup This chapter describes the following setup procedures for the e231: Usage Guidelines Unpacking the Shipping Carton Examining Device Features Attaching the Dell Venue 8 Pro tablet to the e231 Using the Micro-USB Port Using the Barcode Reader Using the Magnetic Stripe Reader E231 INSTALLATION GUIDE 9

SETUP Usage Guidelines Usage Guidelines Observe the following guidelines when using the e231. Environmental Factors Electrical Considerations WARNING Unpacking the Shipping Carton Do not use the device where there is high heat, dust, humidity, moisture, or caustic chemicals or oils. Keep the unit away from direct sunlight and anything that radiates heat, such as a stove or a motor. Avoid using this product during electrical storms. Avoid locations near electrical appliances or other devices that cause excessive voltage fluctuations or emit electrical noise (for example, air conditioners, electric motors, neon signs, high-frequency or magnetic security devices, or computer equipment). Do not use the e231 near water or in moist conditions. Due to risk of shock or damage, do not use the e231 near water, including a bathtub, wash bowl, kitchen sink or laundry tub, in a wet basement, or near a swimming pool. Open the shipping carton and carefully inspect its contents for possible tampering or shipping damage. The e231 is a secure product and any tampering can cause it to cease to function or to operate in an unsecured manner. 1 Remove and inspect the contents of the shipping carton, the carton should include the following: e231 unit Certifications and Regulations sheet Quick Installation Guide. 2 Remove all plastic wrapping from the terminal and components. 3 Save the shipping carton and packing material for future repacking or moving of the device. WARNING Do not use a device that appears to be damaged. If your e231 device appears damaged, please notify the shipping company and your VeriFone service provider immediately. 10 E231 INSTALLATION GUIDE

SETUP Examining Device Features Examining Device Features Before you continue with the installation process, review the features of the e231: MICRO-USB PLUG REMOVABLE MODULE Figure 2 e231 Front Panel The front panel shows the following feature: A Removable Module that contains a Micro-USB plug and serves a locking attachment for the tablet to e231. The micro-usb plug is the primary communication and power charging path between the Dell Venue 8 Pro tablet and the e231. LOCKING SCREWS ACTION BUTTONS 2D IMAGER WRIST STRAPS MICRO-USB PORT MAG-STRIP READER Figure 3 e231 Back Panel The back of the e231 shows the following: Two wrist straps to help carry the e231. A 2D Imager for scanning barcodes. E231 INSTALLATION GUIDE 11

SETUP Attaching the Dell Venue 8 Pro tablet to the e231 Two Action buttons to activate the 2D Imager. A Micro-USB port that charges the Dell Venue 8 Pro tablet via the Dell tablet's charger. A Mag-strip reader for payment transactions. Attaching the Dell Venue 8 Pro tablet to the e231 To be able to scan barcodes and process credit card payments, you need to attach a Dell Venue 8 Pro tablet to the e231. You can t use the e231 as a standalone device. To attach a Dell Venue 8 Pro tablet to the e231 To attach the tablet, you should remove the micro-usb plug module from the e231 casing. 1 On the upper left side of the e231 back panel, turn the locking screws counter-clockwise. Then pull out the micro-usb plug module. Figure 4 Removing Micro-USB Plug Module 12 E231 INSTALLATION GUIDE

SETUP Attaching the Dell Venue 8 Pro tablet to the e231 2 Slide the tablet into the e231. Figure 5 Inserting the Tablet 3 Align the module s micro-usb plug to the port on the tablet and the guiding pins to the slots on the e231. Insert the micro-usb plug module. Make sure you insert the module securely before locking it in place. Figure 6 Inserting Micro-USB Plug Module E231 INSTALLATION GUIDE 13

SETUP Attaching the Dell Venue 8 Pro tablet to the e231 4 With the back panel facing up, turn the screws clockwise to lock the tablet in the e231. Figure 7 Securing the Tablet NOTE When turning the locking screws, place the e231 on a smooth and flat surface to avoid scratching the tablet screen. 14 E231 INSTALLATION GUIDE

SETUP Attaching the Dell Venue 8 Pro tablet to the e231 To remove a Dell Venue 8 Pro tablet from the e231 1 Turn the locking screws counter-clockwise. Figure 8 Unlocking Micro-USB Plug Module NOTE When turning the locking screws, place the e231 on a smooth and flat surface to avoid scratching the tablet screen. 2 Pull out the locking attachment module from the tablet and the e231. Figure 9 Removing Micro-USB Plug Module E231 INSTALLATION GUIDE 15

SETUP Attaching the Dell Venue 8 Pro tablet to the e231 3 Slide the tablet out of the e231. Figure 10 Removing Tablet 4 Align the module pins and slide the locking micro-usb plug module back on the e231. Figure 11 Replacing Micro-USB Plug Module 16 E231 INSTALLATION GUIDE

B SETUP Using the Micro-USB Port 5 Turn the locking screws clockwise to secure the module in place. Using the Micro-USB Port Figure 12 Securing Micro-USB Plug Module The Micro-USB port on the e231 provides power charging for the tablet s battery. NOTE For more information on troubleshooting and remote key loading procedures, please contact VeriFone technical support at dellsupport@verifone.com. To charge the tablet 1 Connect the Micro-USB plug into the port located at the bottom of the e231. 2 Connect the other end of the Micro-USB cable into the host computer s USB port. Figure 13 Charging the Tablet E231 INSTALLATION GUIDE 17

SETUP Using the Barcode Reader Using the Barcode Reader Use either of the two action buttons to activate the barcode reader (see Figure 14). To scan barcodes 1 Press and hold either button to activate the reader and illuminate the barcode laser. 2 Point the laser at the target code, adjusting the position as necessary. Do not release the button until the application indicates a successful scan or when the product information displays on the tablet screen. *DOCXXX-XXX-EN-A* CAUTION Complies with 21 CFR 1040.20 and 1040.11 except for deviations pursuant to laser Notice 50, dated June 24, 2007 650nm, <1mW EN 60825-1-2007 LASER RADIATION IEC 60825-1-2007 DO NOT STARE INTO BEAM CLASS 2 LASER PRODUCT Figure 14 Using the Barcode Reader WARNING When activated, do not point the barcode reader directly at a person to avoid unnecessary harm or injury. Use of controls or adjustments or performance of procedures other than those specified herein may result in hazardous radiation exposure. 18 E231 INSTALLATION GUIDE

SETUP Using the Magnetic Stripe Reader Using the Magnetic Stripe Reader Use the magnetic stripe reader to perform signature debit or credit card transactions. To conduct a debit or credit card transaction 1 Position the card with the magnetic stripe facing in the same direction as the back panel, away from the tablet. 2 To ensure a proper read of the magnetic card, insert the card from the top, as shown in Figure 15. 3 Swipe the card through the magnetic card reader. Figure 15 Using the Magnetic Stripe Reader E231 INSTALLATION GUIDE 19

SETUP Using the Magnetic Stripe Reader 20 E231 INSTALLATION GUIDE

CHAPTER 3 Specifications This chapter discusses dimensions and other specifications of the e231 device. Temperature and Humidity External Dimensions Operating Environment Temperature: 0 to 40 C (32 to 104 F) Relative Humidity: 5% to 90%; RH non-condensing Non-operating Environment Temperature: -20 to 60 C (-4 to 140 F) Relative Humidity: 5% to 90%; RH non-condensing Length: 221.4 mm (8.7 in) Width: 145.5 mm (5.7 in) Thickness Max: 34.2 mm (1.3 in) Min: 13.3 mm (0.5 in) Weight 204 grams E231 INSTALLATION GUIDE 21

SPECIFICATIONS Weight 22 E231 INSTALLATION GUIDE

CHAPTER 4 Maintenance The e231 device has no user-maintainable parts. Cleaning the Device To clean the device, use a clean cloth slightly dampened with water and a drop or two of mild soap. For stubborn stains, use alcohol or an alcohol-based cleaner. CAUTION Never use thinner, trichloroethylene, or ketone-based solvents they may cause deterioration of plastic or rubber parts. Do not spray cleaners or other solutions directly onto the keypad or device display. E231 INSTALLATION GUIDE 23

MAINTENANCE Cleaning the Device 24 E231 INSTALLATION GUIDE

CHAPTER 5 VeriFone Service and Support For e231 problems, contact your local VeriFone representative or service provider or email dellsupport@verifone.com. For e231 product service and repair information: USA VeriFone Warranty Service and Support, 1-800-834-9133 Monday - Friday, 8 A.M. - 8 P.M., Eastern time International Contact your VeriFone representative Accessories and Documentation VeriFone produces the following accessories and documentation for the e231. For accessory purchases, please call 1-800-233-0522, option 4, option 1. Accessories VeriFone Cleaning Kit 02746-01 Documentation e231 Certifications and Regulations Sheet e231 Quick Installation Guide VPN DOC173-011-EN VPN DOC173-012-EN E231 INSTALLATION GUIDE 25

VERIFONE SERVICE AND SUPPORT Warranty Warranty VERIFONE, INC. STANDARD LIMITED WARRANTY, US 1 Product warranty period and additional information for VeriFone-branded Products is available with the Products, on quotations, or upon request. The warranty period for each Product is calculated from the date the Product is shipped from VeriFone s facility or the date title to the Product passes to Customer, whichever date is earlier. 2 VeriFone warrants that each hardware Product shall be free from faulty workmanship and defective materials. 3 VeriFone warrants that all software components of each Product shall substantially conform to the written documentation designated by VeriFone for use with such software components. 4 VeriFone does not warrant that the operation of Products will be uninterrupted or error free. 5 If VeriFone receives notice of defects, or substantial non-conformance to written documentation during the warranty period, VeriFone will, at its option, repair, or replace the affected Products. Customer will pay expenses for return of such Products to VeriFone. During the standard warranty period VeriFone will return ship repaired or replacement Products, except for Products returned to Customer from another country, at the expense of VeriFone. Repair or replacement of a Product (or any part thereof) does not extend the warranty period for such Product. 6 The above warranties do not apply to defects resulting from improper or inadequate maintenance by Customer; Customer or third party supplied software, interfacing or supplies; unauthorized modification; improper use or operation outside of the conditions specified for the Product considered out of scope; abuse, negligence, accident, liquid spillage, acts of nature such as flood or lightning damage, loss or damage in transit; improper site preparation; or unauthorized maintenance or repair. 7 No trouble found (NTF) repairs are limited to twenty (20%) of all Products returned for repair by Customer, on a quarterly basis. In the event Customer exceeds this limit in any quarterly period, VeriFone may assess the current fee for Clean and Test service plus freight on all units in excess of the allowed twenty percent. 26 E231 INSTALLATION GUIDE

VERIFONE SERVICE AND SUPPORT Warranty 8 THE ABOVE WARRANTIES (I) DO NOT APPLY TO PRODUCTS NOT MANUFACTURED BY VERIFONE, SOFTWARE NOT DEVELOPED BY VERIFONE, CONSUMABLE ITEMS (E.G. PAPER AND RIBBONS), SPARE PARTS OR SERVICES, AND DO NOT APPLY TO PRODUCTS, OR COMPONENTS THEREOF (INCLUDING WITHOUT LIMITATION ANY SOFTWARE COMPONENT), WHICH HAVE BEEN ALTERED, MODIFIED, REPAIRED OR SERVICED IN ANY RESPECT EXCEPT BY VERIFONE OR ITS REPRESENTATIVES; (II) APPLY ONLY TO PRODUCTS SOLD AND USED IN THE UNITED STATES (IT BEING ACKNOWLEDGED THAT THE PRODUCTS ARE DESIGNED FOR USE IN THE UNITED STATES ONLY, AND USE OUTSIDE THE UNITED STATES SHALL VOID ALL WARRANTIES); AND (III) ARE EXCLUSIVE AND NO OTHER WARRANTY, WHETHER WRITTEN OR ORAL, IS EXPRESSED OR IMPLIED. VERIFONE SPECIFICALLY DISCLAIMS THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT OF THIRD PARTY RIGHTS. 9 IN ADDITION, THESE EXPRESS WARRANTIES ARE IN LIEU OF ANY OTHER LIABILITY OR OBLIGATION OF VERIFONE, INCLUDING WITHOUT LIMITATION ANY LIABILITY OR OBLIGATION FOR DAMAGE, LOSS OR INJURY (WHETHER DIRECT, INDIRECT, EXEMPLARY, SPECIAL, CONSEQUENTIAL OR INCIDENTAL) ARISING OUT OF OR IN CONNECTION WITH THE DELIVERY, USE OR PERFORMANCE OF THE PRODUCTS, AND REPAIR OR REPLACEMENT (AT VERIFONE S OPTION) IS CUSTOMER S SOLE REMEDY FOR ANY SUCH DAMAGE, LOSS OR INJURY Table 3 Warranty Period for Products Product Mx8XX and Mx9XX terminal PWMe device; VX600, e2xx, e3xx Vx680 terminal and modules Vx510/520 terminal All other terminal Products All Pinpad Products Standard Warranty Period 36 months 13 months 13 months 13 months 13 months 13 months E231 INSTALLATION GUIDE 27

VERIFONE SERVICE AND SUPPORT Returning a Unit for Repair Returning a Unit for Repair Before returning the e231 to VeriFone, you must obtain a Merchandise Return Authorization (MRA) number. The following procedure describes how to return one or more units for repair or replacement (U.S. customers only). 1 Gather the following information from the printed labels at the back of each e231 to be returned: Product ID, including the model and part number. For example, m173-xxx-xx and PTID xxxxxxxx. Serial number (S/N xxx-xxx-xxx). The MRA can also be obtained by: Dialing 1-800-834-9133. Be ready to provide the serial number of the unit and the return ship to information. Sending an email to i_mra_help@smokestack.verifone.com with the following information: Serial number of the unit A description of the repair issue Shipping address where the unit must be returned 2 Upon obtaining the MRA number, ship the units needing repair to: Flextronics c/o VeriFone Repair 4400 Commerce Crossing Drive Louisville, Kentucky 40229 NOTE For technical support related to the specific mobile POS application, please contact the appropriate mobile POS application provider. For all other technical support related issues (remote key loading, drivers, diagnostic applications, etc), please contact the VeriFone technical support team at dellsupport@verifone.com. Please include a description of your problem and your contact information. 28 E231 INSTALLATION GUIDE

CHAPTER 6 Troubleshooting Guidelines The troubleshooting guidelines provided in the following section are included to help you install and configure your e231 successfully. Typical examples of malfunction you may encounter while operating your e231 and steps you can take to resolve them are listed in this chapter. If the problem persists even after performing the outlined guidelines or if the problem is not described below, contact your local VeriFone representative for assistance. NOTE Transactions Fail to Process The e231 unit contains no user serviceable parts. Do not, under any circumstance, attempt to disassemble the device. Perform only those adjustments or repairs specified in this guide. For all other services, contact your local VeriFone service provider. Service conducted by parties other than authorized VeriFone representatives may void any warranty. There are several reasons why the terminal may not be processing transactions. Use the following steps to troubleshoot failures. Check the Magnetic Card Reader Using the VeriFone provided Diagnostic application, select the "Connect Device" option then enable the magnetic stripe reader and swipe one or more different magnetic stripe cards to ensure the problem is not a defective card Observe proper card swipe procedures. The side of the card where the black magnetic stripe is should face the same direction as the back panel and away from the tablet. Insert the magnetic stripe card from the top in a smooth and continuous manner. Contact your VeriFone distributor or service provider. Check the Barcode Reader Using the VeriFone provided Diagnostic application, select the "Connect Device" option then enable the barcode reader and test both barcode buttons to ensure that both illuminate the barcode laser. Once illuminated, scan a barcode and verify if the barcode scanned successfully. Contact your VeriFone distributor or service provider. E231 INSTALLATION GUIDE 29

VeriFone, Inc. 2099 Gateway Place, Suite 600 San Jose, CA, 95110 USA Tel: (800) VeriFone (837-4366) www.verifone.com e231 Installation Guide VeriFone Part Number DOC173-013-EN-A, Revision A