Terminal Setup Guide - Pivotal Payments

FlexPoint Integration for Canada Terminal Setup Guide Version: V140+ Developers Guide Document Version: 1.0 June 4, 2015

Document Owners: Richard Staley Product Manager

Pivotal Product Management Press

Copyright 2015 Pivotal Payments. All rights reserved. Information in this document is subject to change without notice. The software described in this document is furnished under a license agreement or nondisclosure agreement. The software may be used or copied only in accordance with the terms of those agreements. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or any means electronic or mechanical, including photocopying and recording for any purpose other than the purchaser's personal use without the written permission of Pivotal Payments. Pivotal Payments 1100 Rene-Levesque Blvd., West, Suite 9000 Montreal QC H3B 4N4 866-687-3722 www.pivotalpayments.ca

Revision Information Doc Ver 1.0

S/W Ver Name

Title

V140

Product June 4, 2015 Manager

Richard Staley

Date of Update

Summary of Changes - Document Creation

Table of Contents Revision Information Table of Contents Unpacking Your Terminal Configuration - Core Application Configuration - Tips Configuration - Retail/QSR Integration (Push) Terminal IP Address Terminal Print Options Configuration - Pay-at-the-Table Integration (Pull) IP Address Setup Terminal Receipt Options Enable "ALL" Lookup Configuration - Communication Communication Ports Appendix A: QRG - Payments Sale Refund Void Pre-Auth Pre-Auth Completion Appendix B: Software Update Procedure First you will need to delete the existing application: Next you will need to install the new application:

iii iv 1 7 24 30 30 31 34 34 36 38 41 41 42 42 42 43 43 43 44 44 44

Chapter: 1 Unpacking Your Terminal

Unpacking Your Terminal

Figure 1-1 Shipping Box

When your Terminal arrives it will be shipped in the above Pivotal box.

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Chapter : 1 Unpacking Your Terminal

Figure 1-2 Shipping Kit

Figure 1-3 Shipping Kit Compenents

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Chapter: 1 Unpacking Your Terminal The Shipping Kit will have the following contents: l

l l l l

Ingenico Terminal Package l Payment terminal l Power supply (cord and adaptor) l Privacy shield l RJ11 Telephone cable RJ45 Ethernet cable Paper Rolls Welcome to PIVOTAL PAYMENTS document Interac POS Kit (this includes stickers and Interac contact info)

Figure 1-4 Ingenico Terminal Box

When you receive your terminal, the box will include the following items: l l l l

Payment terminal Power supply (cord and adaptor) Privacy shield RJ11 Telephone cable

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Figure 1-5 Ingenico Box Components

The Terminal, Power Supply, Privacy Shield, and Telephone cable are shown above.

Figure 1-6 Power Supply

The Power Supply is made up of 2 components, the power cord that plugs into the outlet and the transformer that connects to the terminal and the power cord.

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Chapter: 1 Unpacking Your Terminal

Figure 1-7 Privacy Shield

The privacy shield can be installed on the terminal to better shield the keypad when customers are entering their PIN's.

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Figure 1-8 Ingenico ICT250 Terminal

The Terminal has a connection cable where the power supply and communication (Ethernet or Telephone) cables are connected.

Figure 1-9 Ingenico Terminal with Privacy Shield

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Chapter: 2 Configuration - Core Application

Configuration - Core Application To access the Core application you must exit from the Integration application. Note: It should be noted that in most cases the terminal will come preconfigured from Pivotal's warehouse so the following adjustments would not be required. If you wish to make any changes then follow the below setup.

Figure 2-1 Integration Screen

From the Main Integration screen (Retail/QSR or Pay-at-the-Table) press F2 then F3 to enter the Menu screen.

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Chapter : 2 Configuration - Core Application

Figure 2-2 Menu Screen

From the above Menu screen, select "APP" by pressing the F1 function button shown.

Figure 2-3 Main Core Application Screen

From the Main Screen press #9 More.

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Figure 2-4 More Screen

Select #4 Admin.

Figure 2-5 Admin Screen

Scroll down the menu by using the F4 button or press #6 to access Password.

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Figure 2-6 Password Screen

Select #2 Admin Pwd.

Figure 2-7 Admin Pwd Screen

Enter the default Admin Password "000000", and press OK.

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Figure 2-8 New Pasword Screen

When accessing Admin you will be prompted to setup a new Admin Password. Enter your new password, recommend "111111", and press OK.

Figure 2-9 Confirm Password Screen

When adding/changing a password you will be asked to repeat the password again to ensure it matches your first entry. Enter "111111" (or whatever number you entered previously) and press OK.

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Figure 2-10 Password Change Complete Screen

You will then see the "Admin Password Changed" screen confirming the change was successful. Press OK to continue.


From the "Admin" screen select #1 for Setup.

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Figure 2-12 Setup Screen

Select #2 for Host Setup.

Figure 2-13 Host Setup Password Screen

Enter your "Admin" passord (111111 or whatever you set earlier) and press OK.

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Figure 2-14 Host Setup Screen

You will be prompted to enter a TID (Terminal Identification Number) that will have been provided to you, then press OK.

Figure 2-15 Host Setup Comms Setup Screen

Select the COMM type being used such as Ethernet by pressing the F4 button. Tip: When making choices from menus the available selections will be on the bottom row associated to Function buttons. In the above example, Selecting F1 would select Dial and change the above line to show Dial. In the example, Ethernet has been selected which is why you see it shown on the line above the choices.

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Figure 2-16 Host Setup Fallback to Dial Screen

After selecting the Comm type the next screen shown above will allow for the selection of "Fallback to Dial. If there is no fallback select F1 as in the example. If no change is required you can press OK to skip this screen.

Figure 2-17 Host Setup Input Type Screen

Select F4 to select "Name" for the Input Type.

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Figure 2-18 IP Name Screen

Enter the IP Host Name (TEST.CTPAIEMENT.COM) and press OK.

Figure 2-19 Enter Port # Screen

Enter the Port # "9882", and press OK. Note: See Configuration - Communication section for more information on ports.

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You will return to the "Setup" menu, select #3 Sys Setup.

Figure 2-21 Sys Setup Admin Password Screen

Enter your "Admin" password (111111 or what you entered previously) and press OK.

Figure 2-22 Sys Setup Terminal Date Screen

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Press OK to skip the Terminal Date (this should already be correct, you can adjust if needed) screen.

Figure 2-23 Sys Setup Terminal Time Screen

Press OK to skip the Time (this should be correct, you can adjust if needed) screen.

Figure 2-24 Sys Setup Comms Mode Screen

Press F4 to select "Ethernet" for Comms Mode.

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Figure 2-25 Sys Setup DNS Setup Screen

Select #1 for DNS Setup.

Figure 2-26 DNS Setup Screen

Press F4 to select "Yes" for Automatic DNS.

Figure 2-27 Sys Setup Terminal Setup Screen

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Press #2 for Terminal Setup.

Figure 2-28 Terminal Setup Screen

Select #2 Dynamic.

Figure 2-29 Sys Setup Screen

You will return to the above "Sys Setup" screen. Press the "Red" cancel button 2 times to return to the "Admin" screen.

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Select #4 for Download.

Figure 2-31 Download Screen

Press OK to confirm the Download.

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Figure 2-32 Download in Progress Screen

The terminal will now process a download from TMS (Terminal Management System).

Figure 2-33 Download Successful Screen

Upon successfully completing a download the terminal will display the "Download Successful" message, press OK to continue.

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Figure 2-34 Main Screen

The terminal will then return to the "Main Screen" of the core application, press the "Red" cancel button to return to the main screen of the Integration application (Retail/QSR or Pay-at-the-Table).

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Chapter: 3 Configuration - Tips

Configuration - Tips For Merchants that accept tips as part of their operation (Restaurants, Hair Salons, etc.) they can setup the Terminal to have up to 3 preset Tip percentages. If a cardholder does not wish to use one of these three presets they can also select OTH to enter a custom % or $ amount. If no presets are entered when tips are enabled the cardholder will only see the option for a custom % or $ amount. To configure Tips, follow these steps:

Figure 3-1 Integration Screen

From the Integration screen press F2 then F3, to access the Menu screen.

Figure 3-2 Menu Screen

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Chapter : 3 Configuration - Tips Select F1 to choose "APP", this will load the Core Main Screen.

Figure 3-3 Main Screen

Select #9 More from the Main Screen.

Figure 3-4 More Screen

Select #4 Admin.

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Select #1 Setup.


Select #1 Options.

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Chapter : 3 Configuration - Tips

Figure 3-7 Options Admin Password Screen

Enter your "Admin" passord (111111 or whatever number you entered previously) and press OK.

Figure 3-8 Options Tip Option Screen

Select F4 to select YES and enable Tips.

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Figure 3-9 Options Tip Preset 1 Screen

Enter the percentage value (such as 10) you would like to use for Preset 1 and press OK. Note: If you do not want presets available you can simply press cancel (Red button) at this pint until you return to the main screen.


Enter the percentage value (such as 15) you would like to use for Preset 2 and press OK.

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Chapter : 3 Configuration - Tips


Enter the percentage value (such as 20) you would like to use for Preset 3 and press OK. Select "Cancel" repeatadly until you return to the Main Screen.

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Chapter: 4 Configuration - Retail/QSR Integration (Push)

Configuration - Retail/QSR Integration (Push) This is type of Integration is used for Retail and Quick Service Restaurants where the Customer is present at the POS station and Payment Terminal. The total to be processed is Pushed from the Retail/QSR system, to the FlexPoint Payment terminal via IP (Internet Protocol) for completion by the Customer.

Terminal IP Address

Figure 4-1 Integration Main Screen

Select F2 then F1 to display the Terminal's IP Address.

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Chapter : 4 Terminal Print Options

Figure 4-2 Terminal IP Address Screen

You will need to enter the Terminal's IP address into the POS software so it knows where to send messages to for integration. Press OK to return to the Main Screen.

Terminal Print Options

Figure 4-3 Integration Main Screen

From the Integration screen press F2 then F3, to access the Menu screen.

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Chapter: 4 Terminal Print Options

Figure 4-4 Integration Menu Screen

Select F4 to select "Admin".


Select #6 Print Receipt.

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Chapter : 4 Terminal Print Options

Figure 4-6 Receipt Copies Screen

Select #1 POS to print via POS. Select #2 to print via the Terminal.

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Chapter: 5 Configuration - Pay-at-the-Table Integration (Pull)

Configuration - Pay-at-the-Table Integration (Pull) This is type of Integration is used for Restaurants where the Servers bring the payment terminal to the Customer's Table to process Payments. This is important with the implementation of Chip & Pin cards. Customers must enter a secure PIN so the card should not leave their sight. You will first need to obtain the IP address of the POS system you are using. In order to do this on a computer open Command Prompt and type “ipconfig” then press Enter.

IP Address Setup

Figure 5-1 IPConfig Screen

Make note of the IP Address (192.168.1.175 in the above example), you will need to enter this IP Address into the Pay-at-the-Table application to be able to communicate with the POS.

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Chapter : 5 IP Address Setup

Figure 5-2 Pay-at-the-Table Integration Main Screen

Select F2 then F3 to access the Menu Screen.

Figure 5-3 Pay-at-the-Table Menu Screen

Select F4 to choos "Admin".


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Chapter: 5 Terminal Receipt Options

Select #1 for IP.Addr menu.

Figure 5-5 Pay-at-the-Table IP Address Screen

Enter the IP Address for the POS that you obtained earlier, press OK. You will return to the "Admin" menu, Press Cancel to return to the Integration Main Screen.

Terminal Receipt Options To configure the Pay-at-the-Table Terminal Print Options (Print to POS or Terminal) follow the below steps:


Select F2 then F3 to exit to the Menu Screen.

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Chapter : 5 Terminal Receipt Options


Select F4 to choose "Admin".


Select #5 Print Receipt.

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Chapter: 5 Enable "ALL" Lookup

Figure 5-9 Receipt Copies Screen

Select #1 POS to print via POS. Select #2 to print via the Terminal.

Enable "ALL" Lookup To enable/disable the "ALL" feature on the Pay-at-the-Table Integration Main Screen (shows ALL open tickets) follow the below steps:


Select F2 then F3 to exit to the Menu Screen.

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Chapter : 5 Enable "ALL" Lookup



Select #4 Show All.

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Chapter: 5 Enable "ALL" Lookup

Figure 5-13 Show All Screen

Select #1 for No or #2 for Yes.

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Chapter : 5 Configuration - Communication

Configuration - Communication Communication Ports Application Core Pay-at-the-Table Retail/QSR

Port Uses ports 9882 or 9881 to communicate to CT for processing. Uses port 6000 to communicate out to the POS. Uses port 9999 to listen for communication from the POS

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Chapter: 6 Appendix A: QRG - Payments

Appendix A: QRG - Payments Pivotal Payments Ingenico Payment Terminals

Ingenico Terminal Models: ICT220 - Dial/IP (B&W, No Contactless) ICT250 - Dial/IP (Color) IWL252 - Bluetooth IWL255 - Cellular Sale ► Select "Sale" from the Main Screen ► Enter Check # ► Press OK and Pass to Customer ► Confirm Purchase Amount ► Enter Tip (If applicable) ► Insert, Swipe or Tap the Card ► Select Cashback (If applicable) ► Confirm Total Purchase Amount ► Select Account / Enter PIN # ► Approved, remove card, press "OK" to print receipt Refund ► Select "Refund" from the Main Screen ► Enter Password (a password is required to access Refunds) - 42 -

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Chapter : 6 Void ► Enter Server # and Password (If applicable) ► Enter Invoice # (this is optional, press OK to skip) ► Enter Amount to Refund ► Press OK and Pass to Customer ► Insert, Swipe or Tap the Card ► Confirm Refund Amount, press "OK" ► Select Account / Enter PIN # ► Approved, remove card, press "OK" to print receipt Void ► Select "Void" from the Main Screen ► Enter Password (a password is required to access Refunds) ► Press YES to Void Last Transaction, or OTHER to Enter a Record No. ► Confirm Amount to Void ► Press OK ► Approved, press "OK" to print receipt * Debit transactions should be "Refunded", not Voided

Pre-Auth ► Select "More" from the Main Screen ► Select "Pre-Auth" from Main Screen 2 ► Enter Server # and Password (If applicable) ► Enter Amount ► Press OK and Pass to Customer ► Insert, Swipe or Tap the Card ► Enter PIN # ► Approved, remove card, press "OK" to print receipt Pre-Auth Completion ► Select "More" from the Main Screen ► Select "Completion" from Main Screen 2 ► Enter Server # and Password (If applicable) ► Enter Record No(Located on original Pre-Auth receipt) ► Confirm the Pre-Auth Amount ► Enter the Completion Amount ► Approved, remove card, press "OK" to print receipt

Note: Visa PayWave & MasterCard PayPass Contactless transactions (Tap) are supported as of V140. This is in addition to the previously support Interac Flash.

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Chapter: 7 Appendix B: Software Update Procedure

Appendix B: Software Update Procedure When receiving new software versions, follow the steps listed below to update the terminal to the new version. Requirements: l l

USB stick to load the software onto the Terminal. New software release file Tip: Please load the software update on all terminals in your possession.

First you will need to delete the existing application: 1. Power on the terminal 2. As the terminal boots up repeatedly press the 2 button until you see the Menus screen 3. Scroll down and select Delete Menu 4. Select Delete Application 5. Scroll down to the application you wish to delete and press OK a. If you are deleting the Core Application select the app titled ‘852212’ b. If you are deleting the Integration Application select the app titled ‘852213’ for Retail/QSR, or ‘852238’ for PAT 6. The terminal will display ‘Deletion will take effect at next reset - Strike a key’ 7. Press OK 8. You will return to the previous menu and the application will now have ** on either side (eg. **852238**) 9. Press the red Cancel button 3 times, the terminal will appear frozen but after several second will reboot

Next you will need to install the new application: 1. At the root of your USB Stick create a folder called ‘TELIUM’. For example ‘D:\TELIUM\’ 2. Unzip the software file and copy the entire ‘Pivotal v0xx’ folder into the new ‘D:\TELIUM\’ folder you just created 3. Plug the USB Stick in the USB port on the terminal: a. iCT 250 = connect the USB Stick to the port located on the back of the terminal under back plate

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Chapter : 7 Next you will need to install the new application:

4. 5. 6. 7. 8.

b. iWL 250 = connect the USB Stick to the ‘USB A (F) to MicroUSB (M)’ cable provided, then plug the cable into the MicroUSB port on the left side of the terminal Power on the terminal As the terminal boots up press and hold the F4 button, this will load the USB Mass Storage Select the new application you want to install The terminal will install the application and reboot If this is a Core Application update then once the terminal is at the main screen again you will need to begin the Core Application configuration process, if it is an Integration App update then once the terminal is at the main screen again you will need to begin the Integration configuration process.

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Terminal Setup Guide - Pivotal Payments

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