Verifone MX800 Series Pinpad Serial Installation

Transcription

1 One Blue Hill Plaza, 16 th Floor, PO Box 1546 Pearl River, NY PC-AMERICA, (Voice) (Fax) Verifone MX800 Series Pinpad Serial Installation Note: No drivers are required for the installation via serial. Following this document requires that Cash Register Express and/or Restaurant Pro Express is running CRE Database Version or above. 1 P a g e

2 Installing and Configuring the Verifone MX800 Series Pinpads via Serial When using the pinpad via serial the following will need to be done: Checking the Correct COM Port Settings Entering the Configuration Menu Checking the Correct Interface Settings on the Pinpad Enabling the Firmware Update Download on the PinPad and Beginning the Download in CRE/RPE Installing Pinpad Firmware and Software o RFS017 o 017_01 o 17.1.B o 1.4 Restarting the Device Other Configuration Options in CRE/RPE Other Required Pinpad Configuration Using the MX800 Series Pinpads 2 P a g e

3 Checking the Correct COM Port Settings In Windows XP: 1. Select Start. 2. Select Run and type in cmd. This will open the command prompt. In Windows 7: 1. Select Start. 2. Type in cmd. Then select cmd.exe, this will open the command prompt. 3. At the command prompt type in: mode com1 then hit Enter. 4. You should get a message that gives information (pictured above) that shows the device is communicating with the computer. Note: If at the command prompt nothing is shown when typing mode com1you can type mode com2 then mode com3 etc. you will want to continue until something is displayed. The com number that displays information (see above) will be needed later during the setup and configuration process. 3 P a g e

4 Entering the Configuration Menu In order to use the MX800 series via Serial the device must be configured correctly through the configuration menu. 1. When you turn on the MX800 Series Pinpad you may see either the FORMAGENT USB (pictured top left) or the pcamerica Logo s (pictured bottom left) this is where we can begin to access the configuration menu. Note: If neither of the screens (pictured left) are being displayed then the device has no information loaded on it. This is sometimes the case when a new device is shipped. 4 P a g e

5 2. Using a narrow tool such as a paperclip press the button in the hole to reset the device, it may take a minute or so. 3. After some time with the device configuring you should see a screen (pictured left) asking for a password. Default password: Note: If the above password does not work then you can also try: This will display the System Mode, which is where all the settings for the MX800 series pinpads are checked and set. 5 P a g e

6 Checking the Correct Interface Settings on the Pinpad 1. At the System Mode screen select CONFIGURE. 2. The Configure (1) screen is where you will set how the device integrates with the computer. 3. Select USB PORT. 4. At the USB configuration select Disabled. 5. Select the Left Arrow to go back to the CONFIGURE (1). 6 P a g e

7 6. You will want to check and make sure that the Ethernet configuration is disabled. 7. Select ETHERNET PORT. 8. Check DISABLE. 9. Select the Left Arrow to go back to the CONFIGURE (1). Select the Left Arrow once again to go back to the System Mode screen. 7 P a g e

8 Enabling the Firmware Update Download on the PinPad and Beginning the Download in CRE/RPE 1. At the System Mode screen select FILE TRANSFER. 2. At the File Transfer screen select DOWNLOAD. 3. While on the Configure Direct Download screen select the Port that the PinPad is connected to (Note: If using a serial cable to perform the update, the COM port will be COM3). 4. Under Baud Rate? Leave as the default (115200). 5. Under Download Type?: If either the OS (Step 1*) or PCA (Steps 4 & 5*) update is being performed select Full. If either the SP (Step 2*) or SP (Step 3*) update is being performed select Partial. * From the Grid on Page Select GO! To begin the file transfer. 8 P a g e

9 7. You will then see Waiting for Server on the PinPad screen. 8. Open CRE/RPE and select Manager. Provide the requested credentials and then follow these steps. 9. Select Setup and then select Setup Screen. 10. Select the Hardware tab and then select Page Select the Hardware tab and choose the correct com port for the PinPad Port (e.g. COM1). 12. Select the correct pinpad that you are connecting for the PinPad Type (e.g. VerifoneMX850). 13. Select Serial for the PinPad Connection. 14. Select Update and then re-enter the setup screen. 9 P a g e

10 15. Select the Hardware tab and then select Page Select Upgrade PinPad. 17. You should automatically be brought to the Alt. Software Update tab, if not then select it. 18. Using the information from the Grid on below, please start by installing Step 1 and then install everything through to Step The following will need to be done for each installation on the pinpad that will be performed: Under Port Name on the Pinpad select COM3. Under Baud Rate select the default (115200). Select Perform to begin the upgrade. Step Type Version Download type on pin pad Remarks 1 OS RFS017 Full Pin pad will automatically restart after download 2 SP 017_01 Partial Pin pad will automatically restart after download 3 SP 17.1.B Partial Pin pad will automatically restart after download 4 PCA 1.4 Full Must manually restart pin pad after download 10 P a g e

11 20. During each installation the screen of the PinPad will display the progress of the download. 21. After Step 1 through Step 3 of the Grid on page 11 have been installed the pinpad will automatically restart. 22. After Step 4 (PCA 1.3) of the Grid on page 11 has been installed a manual restart will be required. For steps to manually restart the pinpad please see: Getting Ready to Take Transactions. In order to install Step 5 (PCA 1.4) of the Grid on page 4 we must then get the pinpad back to the configuration menu, please see: Entering the Configuration Menu. 23. After Step 5 (PCA 1.4) of the Grid on page 4 have been installed a manual restart will be required. For steps to manually restart the pinpad please see: Getting Ready to Take Transactions. 24. CRE/RPE will display a message stating that the upgrade is complete and the device is waiting for a restart. Select OK. 11 P a g e

12 25. Select Done on the PinPad. 26. After the device has restarted (See: Getting Ready to Take Transactions) you will see a message stating that the upgrade is completed. 27. Select OK. 12 P a g e

13 Restarting the Device 1. At the System Mode screen select FILE MANAGER. If no changes have been made select RUN APPLICATION, which will get you back to the screen where the software can be started and transactions can be made. If changes have been made you can select RESTART, which will restart the device and will make it where the software can be started and transactions can be made. 13 P a g e

14 Configuration in CRE/RPE 1. Select the Options/Manager and enter your password (where applicable). 2. Select Setup and then Setup Screen and re-enter your password if necessary. 3. Select the Hardware tab and choose the correct com port for the PinPad Port (e.g. COM1). 4. Select the correct pinpad that you are connecting for the PinPad Type (e.g. VerifoneMX850). 5. Select Serial for the PinPad Connection. 6. While at the setup screen select payment processing and then other options in order to do cash back on your terminal. Simply by entering an amount for Max Debit Cashback. 7. When finished, select Update to save your changes. 14 P a g e

15 Other Required and Optional Pinpad Configuration Before the pinpad can be used in CRE/RPE the firmware may need to be updated. For instructions on updating the firmware of the Serial MX800 series pinpads please see the following document: For instructions on checking the correct encryption settings for the Pinpad please see the following document: For instructions on uploading custom images to the pinpad please see the following document: 15 P a g e

16 Using the MX800 Series Pinpads The MX800 series can take a credit, debit or EBT card at any point past the login screen of CRE/RPE. To verify that it is able to do so you can either look at the area where the card is swiped or at the screen: On the screen you will see an image that says Place Your Add Here and beneath it Please Slide a Card. On the terminal you will see arrows blinking in sequence, showing that the device is ready to take a card. 16 P a g e

17 To determine all of the Correct Files Have Been Installed Please do the Following: 1. Login to the CRE/RPE invoice screen. 2. Navigate to the folder: C:\Program Files\CRE.NET - (32 bit OS) C:\Program Files (x86)\cre.net - (64 bit OS) 3. Open the Pinpad.log file in notepad and then scroll to the bottom. Note: You may need to right-click the Pinpad.log file and select Open With..., you will want to select Notepad. Note: To verify that the last entry in the log is current: Close the log file then open CRE/RPE. Verify that the pinpad is correctly configured in the setup screen, login to the invoice screen, and perform a test transaction. Then try opening the file again. At the bottom of that file (last entry) you will be looking for the following line of code, we will need to make sure that the highlighted text matches what is in your Pinpad.log file: INFO 03/30/ :42:45 APP=2.2.1WOS=Mx0004US/RFS00017 (or RFS00018)/svcpak PACKAGES=SC-RFCR ; SC-SIGCAP ; SC-SIGNAL-RND ; SC-USB-DISC-1.7; SC- WRENCH-1.00GUIMGR=2.26UNITID= / MODEL=MX850CLOCK= SECUREPACKETS=AES P a g e