Schlumberger CARD VALUE CENTER USER'S GUIDE

Transcription

1 Schlumberger CARD VALUE CENTER USER'S GUIDE

2 NOTICE The information in this document is subject to change without notice. Schlumberger Corporation assumes no responsibility for any errors that may appear in this document. TRADEMARK NOTICE Schlumberger and RECAP are registered trademarks of Schlumberger Corporation. is a service mark of the Schlumberger Corporation. ZONTALK is a registered trademark of Veriform. FCC NOTICE The equipment described in this guide generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instructions contained in this guide, may cause interference to radio communications. This equipment complies with Part 15 of the FCC Rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) This device must accept any interference received, including interference that may cause undesired operation. This Class A digital apparatus meets all requirements of the Canadian Interference-Causing Equipment Regulations. Cet appareil numérique de la Classe A respecte toutes les exigences du règlement sur le matériel brouilleur du Canada Schlumberger Technologies, Inc Schlumberger Drive Moorestown, NJ Printed in U.S.A., 08/00 Part Number , Rev. F Firmware Revision Level B & higher

3 Table of Contents i About This Guide How This Guide Is Organized i-vi Documentation Conventions i-vii The Importance of Keeping a Manual Log i-viii 1 Introduction What Are Card Value Centers? About the Upgrade Kits Available Features and Accessories Other Schlumberger Products Description of Components External Components Internal Components Hardware Setup Inspecting and Unpacking the Unit Mounting the Unit Installing the Options and Upgrade Kits Preparing the Bill Acceptor Loading the Card Dispenser Loading the Printer Paper SAM Insertion Powering Up the Unit Initialization and Software Setup Entering Management Mode Initializing the CVC

4 Configure Hardware Setting the Group Code(s) Setting the Card Maximum Setting the Clock Setting Bonus Mode and Bonus Level Setting View Frequency Counters Setting Frequency Programs Setting the Card Cost Setting Bill Allowance Setting Auto Disable and Auto Disable Time Setting the Tone Setting RECAP Comms Setting Online Communications Setting Account Options Setting Up the Swipe Reader Hardware Maintenance Maintaining the Card Dispenser Maintaining the Bill Acceptor Removing Bills from the Coinco Bill Acceptor Maintaining the Card Reader Maintaining the Receipt Printer SAM Replacement Software Maintenance Using Management Mode Viewing System Totals: The Major Loop Using Password

5 Print Hardware Information Settling the Debit and Credit Transactions On-line Debit/Credit Processing Kits Introduction Installation of Options Kits in the CVC Configuring the CVC for Options Kits Configuring the ITT Unit for use in the CVC Error Messages REMOTE DOWNLOAD User Instructions How to Purchase a Card With Cash How to Purchase a Card With a Credit Card How to Purchase a Card With a Debit (ATM) Card How to Add Value to a Card With Cash How to Add Value to a Card With a Credit Card How to Add Value to a Card With A Debit (ATM) Card How to Add Value to a Card From An Online Account How to View a Card Balance How to View An Account Balance How to Add to An Online Account With Cash How to Add Value to An Online Account With a Credit Card How to Add Value to An Online Account With a Debit Card A Display Window Messages Overview A-1 Alphabetical List of Error Messages A-2

6 B A Quick Reference Guide Management Mode Prompts B-1 Entering Management Mode B-1 G Glossary

7 About This Guide This guide describes how to install, set up, and operate your Schlumberger Card Value Center. Installation and service technicians, as well as the administrators, should closely follow the operational instructions outlined in this manual. The Card Value Center is a stored value card service unit designed and built by Schlumberger that allows users to perform stored value card services and purchase or add value to stored value cards (both Magnetic media and Smart Cards). These services include: - Cash-to-Card Add Value Services - New Card Sales - Account-to-Card - Debit/Credit to Stored Value Card/Account Refer to Chapter 1 "Intro" for more detail on these services and where in the manual to find the information on how to perform them.

8 How This Guide Is Organized This guide contains seven chapters, two appendices, a glossary of terms, and an index. Because your Card Value Center may not have all of the features and options described in this guide, some sections may not apply to you. Chapter 1 describes the features and capabilities of your Card Value Center. Chapter 2 describes the components of each unit. Chapter 3 describes hardware installation and setup. Chapter 4 describes software initialization and setup. Chapters 5 and 6 describe the administrative and maintenance procedures required once the unit is in use. Chapter 5 describes hardware maintenance procedures. Chapter 6 describes software maintenance procedures. Chapter 7 provides user instructions. Appendix A provides a full list of the error messages that may appear in the Display Window as well as a separate list of the messages that may appear during administrative use of the unit. Appendix B provides a quick reference to Management Mode prompts.

9 Documentation Conventions Display Window Prompts and Messages. Messages and prompts that appear in the Display Window are printed in Courier (typewriter) typeface; for example: READY or ADD ONLY References to Major Loops. All references to major loops that appear in headings and numbered procedures are shown in bold, Courier typeface; for example: SEE TOT? Keypad Keys. The keys on the front keypad are represented by rectangles surrounding the appropriate word or number; for example:! or 3 Hints and Suggestions. The symbol to the left appears in the left-hand margin to indicate text containing helpful operating hints and recommendations. NOTE: All References to ATMs in this manual refer to Automatic Teller Machines, and references to debit cards refer to those cards used in ATMs; all references to SVC s refer to Stored Value Cards; and credit card references refer to major bank cards ( i.e. Visa, Master Card etc.).

10 The Importance of Keeping a Manual Log Keeping a written record of activity is an important part of administering your system. To aid you with this task, the unit records and stores usage information. When you first set up your system, you should also set up a manual log. Then, decide upon a procedure for periodically retrieving the information stored by your units and recording that information in the log (for instance, at the end of each month). Over time, you will have a written history of system activity. Your log should contain the following entries: a record of the counts shown by the Non-resettable Meters a record of the system totals displayed in Management Mode's "See Totals" major loop. (Remember to reset these totals after you record them in your log.) a record of the number of cards placed into the Card Stacker a record of the money collected from the Bill Acceptor You can then reconcile these figures with one another at the end of your accounting period. NOTE: Schlumberer's RECAP Software automates manual record-keeping by allowing you to control and monitor Schlumberger equipment from a central PC. All configuration, data collection, and system activity reporting can be handled from this PC. Contact your Schlumberger sales representative or authorized dealer for more information on this product.

11 Schlumberger Card Value Center User's Guide 1 Introduction What Are Card Value Centers? The Schlumberger Card Value Center (Figure 1-1) allows users to perform stored value card service such as purchase or add value to stored value cards. These services include: Cash-to-Card Add Value Services To add value to a card, users can insert their card into the Card Reader, then insert cash into the Bill Acceptor. The cash amount inserted is added to the current card balance (Figure 1-3). New Card Sales For new card sales, the user has the option of using cash, account funds, a credit card or a debit card (depending on the options purchased). For cash purchases, the user must insert the cash price of the card into the CVC and the card is dispensed. The purchase of a card using a credit card or debit card requires the user to swipe the card through the Swipe Reader, then enter either the account ID number or the PIN number (if required, depending on the type of card used). Figure 1-1: The Card Value Center Equipped with All Options What Are Card Value Centers? Introduction 1-1

12 Card Value Center User's Guide Schlumberger $1.00 Card Balance $5.00 Cash Insertion $6.00 Card Balance $1.00 $6.00 User inserts card into the unit. (In this example, the current balance on the card is $1.00.) User inserts cash (for instance, $5.00). The cash amount inserted is added to the card's balance. The card is then returned to the user with this new balance (in this example, $6.00). Figure 1-2: Add Value Services (The user may select either purse when adding value to an OPUS card.) User inserts cash into the unit. When the card cost has been met, the unit dispenses a card. Figure 1-3: Card Sales Services 1-2 Introduction What Are Card Value Centers?

13 Schlumberger Card Value Center User's Guide Check Card Balance The CVC allows users to quickly check their card's value using the Card Reader. The balance recorded on the card displays on the four-line display. Check Frequency Plan Balance The CVC allows the user to view the frequency plan points or value accrued on their card. The balance recorded on the card displays on the four-line display. Account to Card Add Value Services The CVC also allows the user to add value to a card from pre-deposited account funds. Users can insert their card into the Card Reader, then transfer value to their card. The amount transferred is added to the current balance encoded on the card. Cash to Account Services The CVC allows the user to add cash value to their pre-deposited on-line accounts. Users insert cash into the Bill Acceptor and the money is transferred to the on-line account. View Account Balance The CVC allows the user to quickly check their account information using the Swipe Card Reader. The account information in the On-line Service displays on the unit. Debit/Credit-to-Card The CVC allows the user to transfer funds from a credit card or checking/savings account (via ATM card) to a Stored Value Card. The user can simply swipe the credit or ATM card through the Swipe Card Reader, place the SVC into the Card Reader, and transfer selected amounts of funds to the Stored Value Card. Debit/Credit to Account - The CVC allows the user to transfer funds from a credit card or a checking/savings account (via an ATM card) to an on-line account. The capability of your unit to provide these services depends on the system interfaces and the optional upgrade kits purchased for your unit. What Are Card Value Centers? Introduction 1-3

14 Card Value Center User's Guide Schlumberger About the Upgrade Kits Available Bill Acceptor Kit (HBAK/600) The CVC is available in a base model (CVC/BASE) with several upgrade kits. The CVC/BASE model includes the display, keypad, wiring harness, function keys, and power supply necessary to support the optional kits discussed later in this chapter under "Upgrade Kits." The Bill Acceptor Kit allows offline users to purchase cards and add value to their card. "D" Card Reader Kit (CVC/DRK) The "D" Card Reader allows for cash-to-card, account-to-card, and debit/credit-to-card transfers using magnetic stored value cards. Smart Card Reader (TS/CRK/CVC) The Smart Card Reader allows for cash-to-card, account-to-card, and debit/credit-to-card transfers using embeded micro-chip cards. Card Dispenser Kit (CVC/CDK) The Card Dispenser Kit gives the CVC card sales capability. Receipt Printer Kit (CVC/PRK) Swipe Reader Kit (CVC/SRK) The Receipt Printer Kit provides the users with a printed copy of their transaction with the CVC unit. The Swipe Reader Kit gives the users quick access to account data in the on-line mode. Debit/Credit Kit (CVCCOM/BANK & CVC/DES/KB) The Debit/Credit kit allows the user to transfer funds from a credit card or ATM card to a Stored Value Card (SVC). Auxiliary Processor Kit (CVC/AUX) The auxiliary Processor is used with on-line CVC applications (applications with no Card Reader). With this kit the user attains all the CVC/BASE features of the unit. 1-4 Introduction About the Upgrade Kits Available

15 Schlumberger Card Value Center User's Guide Communications Option The CVC can be equipped with RS-232 Communications equipment. This Communications Option allows for communications with an external device. This means that the unit will connect to a central host processor that holds accounts with pre-deposited funds. Schlumberger's CVCCOM/232 COMM kit equips the unit for connection to a modem. Special protocol handling Firmware is also available for host communications. Features and Accessories Transaction Logging The following features describe the services provided by the CVC unit when equipped with the applicable upgrades. As noted, upgrade kits are available to equip the base model with both on-line and offline card sales and add value services. When properly equipped, your unit will have some or all of the features and accessories described below. The TS/CVC is able to store information of approximately 1000 individual transactions. The transaction log includes: Date Time Site Code Discount (percent of transaction cost not charged to user) Type (codes explained in the RECAP User's Guide) Number of Transactions Reported for Each Card Used Cumulative Count of CSC Transactions Dollar Amount of Transaction Balance Remaining on the user's card (after transaction) User's Card Number SAM Serial Number Power ON Settlements Automatic Power Loss Disable The Automatic Power Loss Disable feature helps to discourage fraudulent use of the unit. Should a vandal steal the unit, you can set it to automatically "lock up" after a preprogrammed period of time. During lockup, access to user services is inhibited preventing the thief from using the unit for add value purposes. Programmable Bill Acceptance This feature allows you to select which bill denomination(s) ($1, $2, $5, $10, and $20) you want the unit to accept for card sales and/or add value operations. Features and Accessories Introduction 1-5

16 Card Value Center User's Guide Schlumberger Cash Bonus Capability Programmable Card Cost Group Codes The Cash Bonus Capability allows you to encode stored value cards with a cash bonus (an amount greater than the amount used to add value to the card). The bonus amount given is programmable and encourages users to encode cards with a higher dollar value or to use larger bills for add value operations. The Programmable Card Cost feature gives you the ability to set the card purchase price (the cost to purchase a Stored Value Card from a CVC) at $1, $2, $5, $10, or $20. Group Codes (also known as Site Codes) are unique, four-digit codes (five digit if you are configuring with RECAP 3.0 or higher), assigned to your site by Schlumberger. Depending on the specific requirements of your site, you may be assigned as many as 32 of these codes. Each card used at your site must be encoded with one of these pre-assigned Group Codes. For a CVC using OPUS smart cards, the group codes are deternimed by the customer. All card-accepting Schlumberger equipment must also be programmed with one or more of these codes. Before a card can be used at the equipment, the Group Code on the card is compared to the list of Group Codes stored in memory. If the code on the card does not match one of the codes in memory, equipment access is not permitted. Group Codes serve two purposes: Access Control. They prevent cards from other vending sites from being used in equipment at your site. They also allow you to control which groups of users within your own site have access to which pieces of equipment at your site. For instance, if you only want faculty to have access to certain equipment, simply set aside one of your Group Codes as the code that identifies faculty, then encode all faculty user cards with that code. You can then set up the equipment so that the only Group Code stored in the unit is the faculty code. Consequently, anyone inserting a card with a Group Code other than the stored code will be turned away. Variable Pricing (used with Schlumberger Towers and Card-access Terminals). With Towers and Card-access Terminals, Group Codes can be used as a basis for charging different equipment usage fees to different groups of users. (Refer to your Tower or Card-access Terminal manual for more information on this function.) Location Codes Location Codes, found in OPUS smart card systems, are unique four digit codes assigned to each customer site by Schlumberger. Card Serial Number Hot List The Card Serial Nunber (CSN) Hot List is loaded using RECAP software. Any card with a serial number that is entered on the hot list will be invalidated when the user tries to use the card in the Card Value Center. The card may be restored by the system administrator using either SERV software or the SiteMaster Terminal, as appropriate for the card type. 1-6 Introduction Features and Accessories

17 Schlumberger Card Value Center User's Guide Floor Stand Accessory (CVC/STAND) This optional, pedestal-style stand (CVC/STAND) provides an attractive, stable base for the CVC. (See Figure 1-4). The unit can be mounted either on the Floor Stand or both on the Floor Stand and against the wall for additional security. 1 Figure 1-4: Floor Stand 1 With the CVC mounted on the Floor Stand the unit meets ADA height requirements. Features and Accessories Introduction 1-7

18 Card Value Center User's Guide Schlumberger Other Schlumberger Products You will be using your Card Value Center with some or all of the Schlumberger products described below. Card Dispensers and Card Service Centers Tower The Schlumberger Card Service Center (CSC) also vends the cards used at Terminals, Towers, Vending Controllers, Laundry Controllers, and SoloVend units. CSCs can also be equipped with the RECHARGE feature to allow users to use cash to increase the dollar value encoded on their stored value cards. The Schlumberger Tower attaches to a photocopier (or similar device, such as a laser printer or microfiche machine) to control and monitor activity. Depending on the Tower model and options purchased, it accepts some or all of the following: coins bills Card-access Terminals Laundry Controllers magnetically encoded cards or smart cards Card-accepting Towers can also be used to add value to a Stored Value Card. Like Towers, Card-access Terminals attach to photocopiers (or other devices) to control and monitor activity; however, Terminals offer access via cards only. In addition, models equipped with the Encoder Capability can be used to encode new magnetic stripe or 896 compatible user cards and to re-encode existing magnetic stripe or 896 compatible cards (for instance, when the card balance drops below the balance required for a single copy). Laundry Controllers (LCUs) are used to centrally control and monitor laundry operations. (Each LCU unit can control up to 20 machines.) Like Card-access Terminals, Laundry Controllers offer card-only access to machines. 1-8Introduction Other Schlumberger Products

19 Schlumberger Card Value Center User's Guide Laundry Single Unit Plus (LSU Plus)/SoloVend (LSU) Vending Control Units RECAP Software These single unit Laundry Controllers are wired to a single washer or dryer to control and monitor its operation. (Each unit controls one machine.) Like the other laundry controllers, these controllers offer card-only access to machines. Vending Control Units (VCUs) bring stored value card access to cash-based vending machines. Designed for both single-price and multi-priced machines VCUs mount right on the door of the vending machine. The units offer a convenient alternative to cash transactions, and can be set up to allow users to utilize the vending equipment to add value to their stored value cards. Schlumberger's RECAP Software allows you to control and monitor your equipment from a central PC or portable laptop. All configuration, data collection, and system activity reporting can be handled from this PC. For more information on these products, refer to the documentation included with each unit or contact your sales representative or authorized Schlumberger/SingleCard dealer. Other Schlumberger Products Introduction 1-9

20 Card Value Center User's Guide Schlumberger 1-10 Introduction Other Schlumberger Products

21 Schlumberger Card Value Center User's Guide 2 Description of Components This chapter illustrates and describes the major components of the Card Value Center. The descriptions in this chapter break down into External and Internal descriptions of the main components. Read this chapter to become familiar with these components before beginning any of the setup procedures described in Chapters 3 and 4. External Components A Function Keys B Display Window C Keypad D Card Reader F T-Bar Lock E Receipt Printer G Swipe Reader H Bill Acceptor I Card Dispense Slot J Mini-jack Plug Connector (on the bottom of the CVC) Figure 2-1: External Components of the Card Value Center (shown equipped with Upgrade Kits) External Components Description of Components 2-1

22 Card Value Center User's Guide Schlumberger A B C D E F G H Function Keys. When prompted, the user presses the corresponding key to respond to display options from the CVC unit. Display Window. This 4 row, twenty-character LCD display window displays system prompts for interfacing with the unit. Keypad. This keypad is used to respond to the prompts displayed in Management Mode and during transactions. Card Reader. Users insert cards into this slot to add value to their cards, or to check the balances on their cards. Receipt Printer. After purchasing, adding value, or checking the balance of a card, the user can request the Card Value Center to dispense a typed receipt of the transaction. T-Bar Lock. This lock controls access to internal components. Swipe Reader. Depending on the configuration of the unit, the Swipe Reader allows users to perform online services data confirmation services or debit/credit services. Bill Acceptor. Users insert bills into this slot to purchase and/or add value to cards. Depending on how the unit has been programmed (as described in Chapter 4), the Bill Acceptor accepts some or all of the following bill denominations: $1, $2, $5, $10, and $20. (See Figure 2-2.) I Card Dispenser. New cards are dispensed from this slot once the appropriate sum of money has been inserted into the Bill Acceptor and "Purchase Card" has been selected. J Mini-jack Plug Connector. Located on the bottom of the CVC is the connector for RECAP collection. This is the connection point to be used when performing direct connect RECAP operations. Figure 2-2 CVC with Snout Bill Acceptor opening CVC with Full Face Bill Acceptor opening 2-2 Description of Components External Components

23 Schlumberger Card Value Center User's Guide External Components Description of Components 2-3

24 Card Value Center User's Guide Schlumberger Internal Components A Power Supply F Main Processor Board G Switch S5 H Switch S1 I Switch S3 J M1, M2, M3 Non-resettable Meters K EPROM L DPAL-01 B Fuse C Power Supply Switch D RS-232 COMM Connector E A/C Cord Figure 2-3: Internal Components of the Card Value Center (Rear Panel Components) 2-4 Description of Components Internal Components

25 Schlumberger Card Value Center User's Guide A B C Power Supply. The power supply receives incoming 120VAC from a standard wall outlet and converts and regulates it for Card Value Center operation. Fuse. Power Supply Fuse. Power Supply Switch. CVC ON/OFF power switch. D RS-232 COMM Bracket. Bracket for mounting the RS-232 On-line communications cable, and the connection for the external modem cable (8-pin DIN connector to 25-pin modem connector.) E F G A/C Cord. This is a standard 3-prong A/C cord with ground. CAUTION: Do not use a 3-prong to two-prong conversion adapter with this unit as damage to the unit may occur. Processor Board. The main Processor Board controls the operation of the Card Value Center operation. It receives data sent out by the various CVC components, processes the data, then sends operating instructions back to the various components. Switch S5. This switch must be set when the On-line Debit and Credit Processing kits are installed. H Switch S1. This switch allows you to gain access to Management Mode. I Switch S3. This switch allows you to manually Dispense Cards. J M1, M2, M3 Non-resettable Meters. These meters reflect the following counts: M1 indicates the Cash-to-Card transaction in dollars. M2 indicates the Cash-to-Account transaction in dollars. M3 indicates the number of Cash Card purchases in dollars. Because these meters are non-resettable, they initially reflect counts recorded during factory testing. K L EPROM. This chip contains the program, run by the processor, for operating the CVC. D PAL-01. DANYL Programmable Array Logic. Internal Components Description of Components 2-5

26 Card Value Center User's Guide Schlumberger A Four Line Display and Function Key Control Board H Dallas Stick B Keypad I Auxiliary Processor Board C Card Reader J Fuses D Receipt Printer E Swipe Card Reader F Bill Acceptor G Card Dispenser Bill Acceptor Compartment Card Dispenser Compartment Mini-jack plug connector Figure 2-4: Internal Components of the Card Value Center (CVC Unit Components) 2-6 Description of Components Internal Components

27 Schlumberger Card Value Center User's Guide A B C D E F Four Line Display and Function Key Control Board. This display with the four function keys allows the user to interact with the CVC unit, and to respond to the prompts displayed in Management Mode. Keypad. This keypad is used to respond to the prompts displayed in Management Mode and during transactions. Card Reader. The Card Reader reads data from and writes data to the user cards associated with the CVC unit. Receipt Printer. The Receipt Printer provides the user with a printed copy of transactions with the CVC unit. Swipe Card Reader. The Swipe Card Reader gives the user quick access to account data stored on a host system via the magnetically encoded user card with account numbers. Bill Stacker/Box. This enclosure stores the bills inserted into the Bill Acceptor. The Coinco Bill Acceptor will hold up to 500 bills. The Mars Bill Acceptor Stacker is available in versions storing Up to 400 or 600 bills. G Card Dispenser. This enclosure stores the cards dispensed by the unit. Up to 275 (30 mil) cards can be stored. H I Dallas Stick. Programmable Processor with additional memory. Auxiliary Processor Board. This board is supplied with either the smart card or the "D" Reader. If the unit has no reader, the unit must be equipped with the Auxiliary Processor Kit (CVC/AUX). J Fuses. The upper fuse is 3A and the lower fuse is 2A. Internal Components Description of Components 2-7

28 Card Value Center User's Guide Schlumberger 2-8Description of Components Internal Components

29 Schlumberger Card Value Center User's Guide 3 Hardware Setup This chapter describes the procedures required to set up the physical components of your Card Value Center. Complete these procedures and those described in Chapter 4, "Software Initialization and Setup," before you make the unit available to users. Table 3-1 outlines the procedures contained in this chapter and indicates which are required for each model. Be sure that you are familiar with unit components (described in Chapter 2) before beginning installation procedures. Procedure Required for Model(s) 1. Unpacking the Unit All 2. Mounting the Unit All 3. Installing the Optional Kits If kits were purchased 4. Preparing the Bill Acceptor Units equipped for card sales 5. Loading the Card Dispenser Units equipped for card sales 6. Loading the Printer Paper Units equipped with a Receipt Printer 7. SAM Insertion Units equipped with OPUS kit Table 3-1: Overview of Hardware Setup Procedures Hardware Setup 3-1

30 Card Value Center User's Guide Schlumberger Inspecting and Unpacking the Unit Before you attempt to install and set up the unit, inspect the shipping materials for any evidence of damage or tampering. If you suspect the unit is not intact, do not unpack the carton until you have contacted the carrier and requested an inspection report, then, if necessary, complete the forms to file a damage insurance claim and notify your dealer or sales representative of the damaged shipment. When you are satisfied that your unit arrived intact, carefully remove it from the carton. Packed with the unit, you should find: three sets of keys internal Bill Mechanism and Card Dispenser Compartment keys, and an External T-Bar Lock Key Mounting the Unit Card Value Centers are generally mounted to a floor stand which is bolted directly to a solid masonry floor. You can mount the unit to the wall; however, extreme caution is advised as the units are heavy and the full weight of the unit is applied to the rear mounting panel when wall mounted, especially when the CVC unit is opened. The unit must be secured directly to a solid masonry wall using the supplied hardware. If you intend to mount the unit on a wall, consider using the floor stand in conjunction with the wall for added strength. Consult your maintenance supervisor to determine the most appropriate location for mounting this unit at your site. Wall Mounting Instructions: NOTE: Mount the CVC inches from the floor surface. The area around the location must cover an area of 30-inches wide x 36-inches in height above the inch base. This area allows clearance for access to the CVC unit and clearance for the door to open. W A R N I N G: Prior to performing any service on the CVC, remove A/C Power from the unit by disconnecting the power cord. After opening the unit, place the unit power switch in the "OFF" position. To restore A/C power, plug the unit in, then place the unit power switch in the "ON" position. 1 Using the dimensions from the wall mount template shown in Figure 3-1 manufacture a full-size paper template. 3-2 Hardware Setup Inspecting and Unpacking the Unit

31 Schlumberger Card Value Center User's Guide B B B B B B B B B B B B Figure 3-1: CVC Wall Mount Template Figure 3-2: CVC Mounting Holes Mounting the Unit Hardware Setup 3-3

32 Card Value Center User's Guide Schlumberger NOTE: Once you have constructed the template, place it on the wall 24.75" from the floor as indicated in Figure 3-1. Make sure the position of the template is straight and level using the appropriate tools. Also, make sure there is a 3" clearance below the unit when mounted for direct connect RECAP collection. 2 Once the template is mounted, mark the position of the twelve mounting studs on the wall using a red pencil as a marker. 3 Using a 3 4" masonry bit, drill holes in the solid masonry wall to a depth of 2 1 4"at each of the twelve positions marked with the template. 4 Install a lag-shield in each hole (supplied with the kit). 5 Align the CVC Back-plate holes "B" over the wall holes "A," this requires at least two-to-three people for safety, then secure the CVC to the wall using the twelve 2" x 1 2" screws with flat washers (supplied with the kit). (See Figure 3-1.) 6 Securely tighten each of the mounting bolts, in steps and in an alternating pattern. 7 Route the A/C cord out of the CVC through the opening in the lower section of the unit. 8Install the panel w/cut-out and grommet (supplied) over the hole where the A/C cord exits the CVC. 9 Make sure the power supply switch is Off, then plug the A/C cord into a standard wall outlet. Turn the power supply switch "ON." 10 Close the CVC, then secure it with the key lock. 11 Refer to Setup and Operation instructions found elsewhere in this manual. 3-4 Hardware Setup Mounting the Unit

33 Schlumberger Card Value Center User's Guide This panel illustrates the panel with the cut-out for the A/C cord. Blank-out Panel Rear Base Plate Figure 3-3: Installing the Rear Base Plate and Blank-out Panels Mounting the Floor Stand Card Value Centers can be purchased with an optional floor stand for mounting. Use the following instructions to mount the CVC Floor Stand to the floor. 1 Remove the front and rear base covers (if applicable). 2 If the floor stand is to be placed away from the wall, attach the rear base plate to the floor stand using the three attaching bolts with lock washers. Securely tighten the bolts. (See Figure 3-3.) 3 Using the floor stand base as a template, mark the position of the eight mounting studs on the floor. 4 Using a 3 4" Masonry bit, drill holes in the floor to a depth of 2 1 4" at each of the eight positions marked. 5 Install a lag-shield in each hole (supplied with the kit). 6 Align the floor stand base over the holes, then secure the floor stand to the floor using the eight 2" x 1 2" screws with flat washers (supplied). (See Figure 3-4.) CVC to Floor Stand Instructions 1 Remove the access panel from the floor stand. (See Figure 3-4.) W A R N I N G: Do not proceed with mounting the CVC to the floor stand, unless the stand is securely bolted to floor the as described above. 2 Hold the CVC unit above the floor stand, this requires two-to-three people for safety, then route the A/C cord into the lower section of the stand through the cable cut-out in the top. (See Figure 3-4.) 3 Align the mounting holes in the CVC case (B) with the six mounting studs on the floor stand mounting bracket (A), then rest the unit on the studs. (See Figure 3-4.) Mounting the Unit Hardware Setup 3-5

34 Card Value Center User's Guide Schlumberger (6) Mounting Studs "A" Rear Panel of CVC Unit (CVC Case Not Shown) Cable Cut-out (6 ea.) Mounting Nuts and Washers "B" Access Panel Floor Studs Figure 3-4: Mounting the CVC to a Floor Stand 4 Place one lock washer, then one nut on each of the studs, then lightly tighten each nut. 5 Securely tighten each of the mounting nuts, in steps and in an alternating pattern. 6 Route the A/C cord out of the floor stand through one of the three openings in the lower section of the stand. 7 Install the panel w/cut-out and grommet (supplied with the kit) over the hole where the A/C cord exits the floor stand, then secure the panel using two nuts. Install the two blank-out panels in the two remaining holes, then secure them with the nuts supplied with the kit. 8Align the access panel (removed in step 1) on the floor stand, then install and securely tighten the attaching screws. 9 Place the front base cover over the base plate, then install and securely tighten the four attaching screws. If the rear base plate is being used, install the rear base plate cover and three attaching screws. 10 Make sure the power supply switch is Off, then plug the A/C cord into a standard wall outlet. Turn the power supply switch "ON." 11 Close the CVC, then secure it with the key lock. 12 Refer to CVC setup procedures found later in this manual for further Setup and Operation instructions. 3-6 Hardware Setup Mounting the Unit

35 Schlumberger Card Value Center User's Guide Installing the Options and Upgrade Kits If the following options and upgrade kits were purchased, follow the instructions supplied with the corresponding kits for installation. Option CVCCOM/232 HBAK/600 CVC/PRK CVC/CDK CVC/Stand CVC/DRK CVC/SRK TS/CRK/CVC CVC/AUX CVCCOMBANK or CVC/DES/KB Description RS232 Communications Kit Bill Acceptor Kit Receipt Printer Kit Card Dispenser Kit Mounting Stand for CVC Magnetic Card reader kit Swipe Reader Kit Smart Card reader Kit Auxiliary Processor Kit Debit/Credit Kits Preparing the Bill Acceptor To protect the Bill Acceptor during shipment, some units have a "paper tongue" inserted into the bill acceptance slot on the front of the unit. Remove this tongue by pulling it down and out of the unit. (Additional instructions supplied with the kit.) Installing the Options and Upgrade Kits Hardware Setup 3-7

36 Card Value Center User's Guide Schlumberger Loading the Card Dispenser Follow these steps to add Stored Value Cards to the CVC: 1 Use the T-Bar Lock key to open the unit and access internal components. 2 Open the the Card Dispenser Compartment door (Figure 3-5). 3 Remove the Card Retaining Bracket. 4 Place a stack of pre-encoded cards, into the Dispenser Magnetic stripe down and to the right, or Chip side/graphics side up on Smart Cards. (Up to mil. cards can be stacked.) Be sure to record the number of cards inserted so that you can later reconcile the number of cards dispensed with the counts recorded by the unit and the sum of bills collected from the Bill Mechanism. 5 Unwrap the Card Stacker weight set aside when the unit was unpacked and place the weight on top of the cards. (See Figure 3-6.) 6 Install the Card Retaining Bracket. 7 Close the Card Dispenser Compartment door, Figure 3-5. (Make sure the Stacker Assembly is properly aligned with the Dispenser Mechanism, the Card Retaining bracket is securely installed, and that the latch is locked and in place.) T-Bar Lock Card Dispenser Compartment Keylock Figure 3-5: Inside View of CVC Unit (Card Dispenser Compartment) 3-8Hardware Setup Loading the Card Dispenser

37 Schlumberger Card Value Center User's Guide 8Check that the cards dispense properly as follows: (a) (b) (c) Press the S3 button on the Main Processor Board. A card is dispensed. (Return the card to the dispenser after the test.) If the unit does not dispense a card, check that: - The stacker and cards are properly aligned. - The stacker weight is installed. 9 Check the display window. If the window does not show the normal operating display messages, refer back to the check list in Step Close and lock the unit. Remember to store the Card Dispenser Compartment and T-Bar Lock keys in a secure place. Card Retaining Bracket Weight Card Stacker Card Dispenser Mechanism Figure 3-6: The Card Dispenser Loading the Card Dispenser Hardware Setup 3-9

38 Card Value Center User's Guide Schlumberger Loading the Printer Paper 1 Remove the Spindle from the kit. Raise the Low Paper Lever, place the Spindle in the Cradle on top of the Printer housing, then let the Low Paper Lever rest on the Spindle. (See Figure 3-7.) 2 Feed the leading edge of the new paper roll into the rollers on the front of the Printer. (See Figure 3-7.) Make sure the paper path is as shown in Figure 3-7 (unrolling from the bottom) as the paper is thermal sensitive on only one side. 3 Use the Paper Advance Wheel to slightly advance the paper through the rollers. 4 Take the Spindle from the Cradle, then slide it through the roll of printer paper. Mount the roll on the Printer housing, making sure the grooves on the Spindle rest in the cutout on the housing. (See Figure 3-7.) Cradle w/spindle Low Paper Lever Spindle Paper Path Paper Roll Paper Advance Wheel Figure 3-7: Loading the Printer with Paper Make sure this lever is always in the "Down and Locked" position or an error message will display Hardware Setup Loading the Printer Paper

39 Schlumberger Card Value Center User's Guide SAM Insertion SAM Insertion in the Smart Card Reader 1 Power down the CVC and open up the unit. 2 Open the SAM holder on the smart card reader by sliding the top portion of the holder forward until it clicks open. 3 Lift the top portion of the SAM holder until it is vertical in relation to the bottom portion of the SAM holder. 4 Slide the SAM into the upper portion of the SAM holder so that the diagonal corner is on the top right hand side. The copper contacts of the SAM should be facing the installer. 5 Lower the upper portion of the SAM holder so that it covers the bottom portion of the holder 6 Slide the upper portion of the holder back until it snaps shut. 7 Turn on the CVC. After the CVC has completed its initial checksum and system checks it will display the revision level of the main, reader, and printer EPROM's. The display should be as follows: FIRMWARE p/n + REV: *MAIN C *READER SAM C *PRINTER C NOTE: If the unit is configured for OPUS and a working SAM is installed, the last three numbers of the reader p/n will be replaced by: SAM = SAM if in TS unit ERR = no SAM installed PF0, 1, or 2 = type SAM installed INVALID = other, invalid SAM installed SAM Insertion Hardware Setup 3-11

40 Card Value Center User's Guide Schlumberger Powering Up the Unit Follow these steps to power up the unit and, if you have card sales capability, check that cards are properly dispensed: 1 Check that the Power Supply ON/OFF switch is in the "OFF" position. 2 Plug the unit's power cable into a (Standard) grounded electrical wall outlet. 3 Flip the ON/OFF switch to "ON." 4 With the T-Bar handle in the horizontal position, close the CVC Unit door. 5 Rotate the handle to the vertical position, then press the handle in and lock it. 6 Observe the Display Window. Depending on the upgrades purchased, the unit may display some or all of the following messages: POWER ON SELF-TEST: SYSTEM MEMORY BATTERY PINPAD OK OK OK POWER ON SELF-TEST: PRINTER DISPENSER BILL ACCEPTOR OK OK OK POWER ON SELF-TEST: CARD READER FUNCTION KEYS OK OK NOTE: The OK prompt only displays if the unit is installed and configured. If the unit displays N/C this means the unit has not yet been configured. If no options are installed, the prompt will display N/A Hardware Setup Powering Up the Unit

41 Schlumberger Card Value Center User's Guide FIRMWARE p/n & ver. MAIN nnnnnnnnnn n READER nnnnnnnsam n PRINTER nnnnnnnnnn n PINPAD s/w: DANYL-9600 v1.03 NOTE: If the unit is configured for OPUS and a working SAM is installed, the last three numbers of the reader p/n will be: SAM = SAM if in TS unit ERR = no SAM installed PF0, 1, or 2 = type SAM installed INVALID = other, invalid SAM installed 7 The window should display the following message: Welcome To The Card Value Center PRESS ANY KEY OR INSERT CARD TO BEGIN 8After pressing one of the Function Keys, the following message displays: Add to Card Purchase Card Add to Account More (pressing "More" will display the following:) View Card Balance View Account Balance 9 Pressing "Purchase A Card" displays the following screen: With Cash With Credit Card With Debit Card More (pressing "More" will display the following:) From Account Cancel 10 Pressing "Add To Card" displays the following screen: With Cash With Credit Card With Debit Card More (pressing "More" will display the following:) From Account Cancel Powering Up the Unit Hardware Setup 3-13

42 Card Value Center User's Guide Schlumberger 11 Pressing "Add To Account" displays the following screen: With Cash With Credit Card With Debit Card Cancel 12 If the unit does not display the prompts for the installed options, open the unit and cycle the power first "Off," then "On." Verify that all the check messages described in Step 6 appear for the options that are installed and that they operate satisfactorily. If the problem still exists, refer to the installation instructions to ensure that all options are properly installed. 13 Press the S3 button on the Main Processor Board to check that cards are properly dispensed. (Refer to "Chapter 2, Internal Components" for the location of S3 on the Main Processor Board.) NOTE: To clear a Card Dispenser obstruction, refer to "Maintaining the Card Dispenser," in Chapter Hardware Setup Powering Up the Unit

43 Schlumberger Card Value Center User's Guide S1 S3 Figure 3-8: The CVC Rear Panel Showing the S1 and S3 on the Main Processor Board Powering Up the Unit Hardware Setup 3-15

44 Card Value Center User's Guide Schlumberger 3-16 Hardware Setup Powering Up the Unit

45 Schlumberger Card Value Center User's Guide 4 Initialization and Software Setup The CVC allows you to specify its operating characteristics by offering you options for certain functions. From these options, you can customize your CVC unit to best suit your needs and preferences. To specify which operating characteristics you desire, you must program the CVC. This chapter describes the procedures necessary to prepare the CVC software for use. These procedures include: Entering Management Mode Initializing the Unit Configure Hardware Setting Group Codes Setting Hardware Options Setting Card Maximum Setting the Clock Setting Bonus Transactions Setting Bonus Mode and Bonus Level Setting Viewing of Frequency Counters Setting Frequency Programs Setting Card Cost Setting Bill Allowance Setting Auto Disable and Auto Disable Time Setting the Tone Setting RECAP Comms (only required if RECAP Software is being used) Setting On-line Communications (required for Online systems only) Set Account Options (required for Online Systems only) Setting Up the Swipe Reader (required for Online Systems only) Before beginning these procedures, you must have completed the hardware setup procedures in Chapter 3. Read "Before You Begin" on the next page. If you are using the CVC in conjunction with RECAP Software, you only need to initialize the CVC, set the password, and set up the communications parameters. The remaining procedures are then controlled by RECAP Software. Initialization and Software Setup 4-1

46 Card Value Center User's Guide Schlumberger Before You Begin During initialization and programming, you will be asked to respond to a series of prompts (or major loops) and sub-prompts (or minor loops) that appear in the CVC display window. (A layout of this internal menu system and a more detailed discussion of how to use the system is provided in Appendix A.) Respond to these prompts by pressing keys on the keypad: START to view and/or change the setting for a displayed programmable feature, select a displayed setting, or enter a response keyed in at the keypad. CANCEL to exit a loop and move up to the previous prompt level or loop. Numbered Keys, such as 1 and 5, to key in specific information when in Management Mode. Arrow Keys to move forward or backward through a group of prompts within the same prompt level or loop.! Key used to activate door open mode (normal machine operation with the door open) when at the prompt Exit Management Key (Not Used) 4-2 Initialization and Software Setup

47 Schlumberger Card Value Center User's Guide Entering Management Mode In order to set up the CVC software, the unit must be in "Management Mode" which permits access to programming and Maintenance routines. These routines are organized into logical, continuous groups. When you access Management Mode, you are prompted to respond to the first prompt group. After you finish responding to one group, you are prompted to respond to the next. Because of this continuous nature, the groups are referred to as loops. Loops simplify setup and maintenance; if you want to change the response made to a prompt, just cycle through the loops (by repeatedly pressing the CANCEL key when you are prompted to enter a loop) until the desired prompt reappears. Depending on the model and options purchased, you can have up to 12 major management loops (named for the prompt that appears in the Display Window). Each major loop contains one or more minor loops, which allow you to perform various administrative and programming tasks. Appendix B provides a quick and complete reference to Management Mode prompts. Follow these steps to enter Management Mode: 1 Unlock the T-bar lock on the side of the CVC unit. 2 Open the front of the unit. (Unit displays "Out of Service.") 3 Press switch S1 on the Main Processor Board for about 1-2 seconds, then release it. The display reads Management Mode View Totals. or (if equipped for on-line debit/credit processing) Management Mode Native Mode Partial Download Full Download 4 Once in Management Mode, do not close the unit as this will immediately exit the unit from Management Mode. Entering Management Mode Initialization and Software Setup 4-3