pc-eftpos installation guide eft client · 1. introduction this document outlines how to install...

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

http://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

PC-EFTPOS Installation Guide v5.0.docx 1

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

http://www.pceftpos.com.au/files/releasecd


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


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


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


Sagem Terminal

Power pack and cord

POS connector cable (RS232 Cable)

(optional) RS232 to USB adaptor cable

GPRS SIM

Paper Roll


2.4 i5100 EFTOS 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.


2.5 i3070 EFTOS PINPad


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


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.


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


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.


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”


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”


The default folder is recommended

Click “Next”

Click “Next”


This should take several minutes to install.

Click “Install” to begin the software installation and to start the “Configuration Wizard”


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


Give this a try to confirm your connections

Click “Next (F3)” if ok. If not, check com ports and click “Detect” again


Select your required bank and Click “Next (F3)”

Choose the settings that you require here (Com port and terminal). Then click “Next”


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”


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


If you have a fallback option, select “Yes” and repeat the config. Otherwise, select “No”

Click “Next (F3)”


3.2.2 Connection via P66 Modem

Select “P66 Dialup” and then click “Next (F3)”


Confirm the COM Port that the P66 is connected to.

The phone number can be adjusted for a PABX by adding the prefix.


Click “Yes (F3)” to test the P66 connection


Click “Test (F8)” to check the P66 connection. Status should go to “Connected”



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.


This is displayed if you have chosen Argent as your communication option.


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.


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.


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.

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