Download Auctionpay Terminal Configuration Instructions

Auctionpay Terminal Configuration Instructions
Verifone – All Modes
Updated by BP on 9/27/11
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These instructions are for a Single Network (ExpressPay). For Multiple Network setups perform
these instructions separately for each network.
For Retail modes, each terminal is like a Master without Remotes. Perform Phases 1, 2, 5, 6 only.
Make sure to use its separate Terminal Sheet for each Retail terminal.
Throughout these instructions, the Main Screen will be referenced as the default screen that
displays “SWIPE OR ENTER CARD NUMBER” on the screen.
The Packing List is the sheet with a list of equipment printed on it.
The Terminal Sheet is the horizontally-printed sheet with the client’s name and ship date in bold.
Phase 1 – Pre-Configuration
1.
Collect all of the equipment listed on the Packing List.
2.
Line up all of your terminals. On the left-hand side, all terminals should have a sticker that reads “Master”
or “Remote”. Masters should also have a “Master” sticker to the right of the terminal screen.
a. Decide which terminal will be the Master and which will be the Remotes.
b. Ensure correct stickers are in place. Replace or add stickers for appropriate terminals. Remove
any old stickers that do not apply.
3.
Remove any remaining printouts from the terminals.
Phase 2 – Configuring the Master
1.
Starting with the Master, connect the Host network cable from the network outlet into the leftmost input on
the back of the Master.
2.
Plug the A/C adapter into the side of the terminal and the power outlet.
3.
The Main Screen comes up on the Master (if not, see Exception Procedure A below).
4.
Configure the terminal for parameter download:
a. Push F2 and F4 simultaneously, enter system password 1 Alpha Alpha 6 6 8 3 1 and
┘ (Green Enter key)
b. Screen “Sys Mode Menu 1” shows, push F2 (Edit Parameters)
c. Screen “Group Select” shows, use the  (Yellow Backspace key) and enter 9 for “Group ID”
d. After hitting ┘ (Green Enter key), enter the system password 1 Alpha Alpha 6 6 8 3 1
e. Screen “Sys Mode Edit. File Config Sys” shows. Hit ┘ (Green Enter key)
f. After hitting ┘ (Green Enter key), the Parameter Edit screen shows
g. Page down using the corresponding purple key until you see “*ZT”
h. Hit F3 (Edit), use the  (Yellow Backspace key) to erase existing value
i. Enter value from Terminal Sheet next to “*ZT Code for Master” and hit ┘ (Green Enter key)
j. Verify “*ZT” value one more time and then hit x (Red Cancel key)
k. Screen “Sys Mode Menu 1” shows, push F3 (Download), verify “Group ID” is “9” (if not change
to “9”), and hit ┘ (Green Enter key)
l. Hit F3 (Full), then F4 (Continue), and then F4 (TCPIP) to start the download
m. If there are errors during download, see Exception Procedure B below.
n. When the download is done without error, you might have to hit ┘ (Green Enter key) to
restart the application
o. After the application restarted, it might come up with a screen showing “Listener” and
“Auctionpay” as choices. Pick “Auctionpay” in that case.
p.
5.
It will prompt you “Enter New Password”. Enter the password from the Terminal Setup Sheet, hit
┘ (Green Enter key) and repeat it after being prompted.
Print Configuration Report to verify Master is properly configured. For that:
a. On the Main Screen, hit F4 (menu) and 8 (Setup), then 6 (Config Report)
b. Verify the following on the printout:
i. Program Version: GG02M (or latest version)
ii. Merchant ID, Network ID, Event ID, Accepted Cards are same as Terminal Sheet
c. Tear off the config report and paper clip it to the Terminal Sheet
Phase 3 – Configuring the Remotes
(Note: If you are not using Remotes and, hence, no network, skip to Phase 5)
1.
2.
Follow the steps 4a through 4n under Phase 2 for each Remote in sequence but use “*ZT Code for Remote”
from Terminal Sheet in step h; DO NOT download the next Remote until you have finished the current
terminal. Remotes will not prompt for new password either (no step 4o).
Print Configuration Report to verify Master is properly configured. For that:
a. On the Main Screen, hit F4 (menu) and 5 (Setup), then 3 (Config Report)
b. Verify the following on the printout:
i. Program Version: GG02M (or latest version)
ii. Merchant ID, Network ID, Event ID, Accepted Cards are same as Terminal Sheet
c. Tear off the config report and paper clip it to the Terminal Sheet
3.
Unplug the terminal
4.
Repeat for each Remote
*** Make sure that the VSLS parameters for all Remote terminals are set to “0” ***
Phase 4 – Configuring the Network
1.
Plug A/C adapter for router into router and power outlet. Wait for orange Test light to go out.
2.
Connect a network cable from the Router Config PC to one of the ports on the router. Start the Router
Config App on the PC and enter the MAC address from the Master terminal. The MAC address is on the
yellow sticker on the bottom of the terminal. If not there, see Exception Procedure H below.
If the router config fails, use separate inventory and bring the router to IT.
3.
Starting with Master terminal, unplug from power, connect the terminal with Ethernet cable to router. Then
plug in power for Master terminal and wait for it to show Main Screen.
4.
For each Remote terminal, repeat the procedure. Make sure to wait until the Main Screen shows that the
Remote found the Master before plugging in the next Remote.
5.
If a Remote does not search for the Master or does not find the Master (which you recognize if it keeps
showing successive IP numbers on the screen), then follow Exception Procedure C below.
6.
If there are multiple networks to be delivered to this event, then put matching stickers on the router and the
Master terminal that identifies them.
Phase 5 – Testing the Terminals and Merchant Account
1.
With each terminal on the Main Screen, take an Auctionpay Test Credit Card and swipe through the
magnetic strip reader of each terminal. Enter different bidder numbers on each terminal. Each test should
print an event check-in receipt. If you see an error, attempt the swipe one more time. If it still fails, see
Exception Procedure D below. Also, on each Remote watch the title on the screen to verify that it says
“Remote”.
2.
Take each receipt from the Master and each Remote and tear it off. Check the header to see if it matches
the Header, MerchantID, System #, and Event # printed on the Terminal Sheet. If multiple Retail terminals
are configured, check the invoice # on the receipts to verify they have a unique starting range. If correct,
shred these receipts. If incorrect, see Exception Procedure E below.
3.
Make sure the Master is on the Main Screen. Hit F1 (Cashiering)
4.
Swipe test credit card and enter 101 for bidder number along with $1.01 for the test transaction amount.
Then enter ┘ (Green Enter key) for all remaining prompts. (Important: it must be exactly this amount
so it is recognized as test transaction later)
5.
Disconnect the Master network cable from the router and plug it into the network outlet
6.
Power cycle the Master
7.
Hit F4 (menu), and hit 7 (Banking)
8.
Enter user id and password from the Packing List
9.
Hit 1 (Send to Bank) and select 1 Internet
10. Confirm Yes twice with the leftmost purple key
a. The terminal connects to the host and authorizes and settles the transaction. Messages
“Connecting”, “Transmitting”, “Receiving” will cycle through the screen twice. At the end, it
prints the banking report showing one approved transaction.
b. If any of this fails, try again. If it still fails, see Exception Procedure F.
11. Back on the banking menu, hit 3 (Audit Report) . Check the printout for the following information:
a. The “Merchant #” matches the “MerchantID” from the Terminal Sheet
b. The “Status” of the first invoice shows “authorized/settled”
c. If any of these are not met, see Exception Procedure G.
12. Back on the banking menu, hit 7 (Clear Terminal) and confirm Yes with leftmost purple key
13. This step is optional: Back on the ExpressPay menu, need to reset the invoice number
a. Hit 8 (Setup) and then 5 (System)
b. Enter the setup password
c. Hit 5 (Invoice Number)
d. Erase the number using  (Yellow Backspace key) and enter 0
Phase 6 – Finishing Up
1.
Tear off receipt printouts (the Master should have the settlement report above still attached as well) and
paperclip them, the Terminal Sheet, and the Packing List all together.
2.
Check each terminal to make sure it has the proper sticker(s).
a. The Master should have a “Master” sticker on the left side of the terminal and another on the face
of the terminal to the right side of the screen.
b. Each Remote should have a “Remote” sticker on the left side of the terminal.
c. The side sticker should be visible when laying the terminal on its side.
d. If configuring a multi-network make sure to place appropriate colored network stickers on all
terminals as well and include the necessary paperwork for multiple networks.
3.
Check each terminal’s paper roll. If the roll is more than half used, replace it with a new one. And make
sure to include a couple extra rolls of paper in the white box as well.
4.
Unplug all equipment and place in a bin with the Terminal Sheet, Packing List, and terminal printouts.
Phase 7 – Checking In Equipment After Event
1.
2.
3.
4.
Once the equipment has returned after the event check each terminal to make sure there is no credit card
information stored on the terminal.
Plug in each terminal and run a banking report using the Username and Password located in the event
record in Pivotal.
If the terminal reads “Batch is Empty” then there is no credit card information in the terminal and it is safe
to return to the shelf. Print out a Config Report and leave attached to the terminal letting us know that it has
been checked for credit card information.
If a terminal has credit card information still in the batch, it is vitally important that you follow the steps
outlined in the “Process for Handling Credit Card Terminals with Data Stored”.
APPENDIX
If any of the exception procedures do not resolve the problem, contact a client service specialist.
Exception Procedure A – Main Screen Incorrect
1.
2.
If the screen shows “Listener” and below “Auctionpay” then push F3 next to “Auctionpay”. If Main
Screen shows up, then this terminal is good.
Otherwise, the terminal config is suspect and the terminal app needs to be reloaded (see separate
instructions for that). Replace the terminal with a new one from inventory.
Exception Procedure B – Terminal Config Download Fails
1.
2.
If you encountered errors during the download then that could be because the download settings are wrong.
To verify and edit the download settings, follow steps in Phase 2 up to (4f) and check:
d. “*ZA” needs to be “GG02”
e. “*ZP” needs to be “172.30.109.114:8013”
f. “*ZT” needs to match what is on the Terminal Sheet
If that does not solve the problem, then the terminal might not have initialized properly. Make sure the
network cable is properly plugged in (check the control light on back of terminal) and then power cycle the
terminal. Try again.
Exception Procedure C – Remote Does Not Find Master
1.
2.
If the Remote does not even search for the Master, then it has not been configured properly as a Remote.
Verify the steps in Phase and ensure “*ZT” is set to “*ZT Code for Remote”.
Otherwise, unset the Master (Server) URL on the Remote:
a. Hit F4 (menu) and 5 (Setup) and then 1 (Comms)
b. Enter the setup password
c. Select 1 (Server URL) and use  (Yellow Backspace key) to erase the value
d. Confirm the change with Yes
e. Power cycle the terminal (alternatively you can explicitly run Srv Discovery from Setup menu)
Exception Procedure D – Card Swipe Fails
1.
2.
3.
Ensure all Ethernet cables are completely plugged in and that the router LEDs show activity.
If the error message shows that the Remote could not communicate with the Master, then power cycle the
Remote so it re-establishes the Master.
If the error message shows a swipe error, retry or exchange the test card. If it continues to fail, replace the
terminal.
Exception Procedure E – Receipt Incorrect
1.
Most likely the “*ZT” value is not set to the proper “*ZT Code” value from the Terminal Sheet. Go
through Phase 2 for the Master and verify everything. Then power cycle all Remotes.
Exception Procedure F – Send to Bank Fails
1.
2.
If the error messages indicate connection problems, check the network cable. Make sure it is plugged into a
live network outlet (and not the router).
If the error message shows that the Merchant account is not recognized, then it is not properly set up.
Contact a client service specialist.
Exception Procedure G – Audit Report Mismatch
1.
2.
If the MerchantID does not match the Terminal Sheet then see Exception Procedure E.
If the transaction is not approved and settled, then verify the proper test card has been used.
Exception Procedure H – Retrieving MAC Address from Terminal
1.
2.
3.
4.
5.
On the Main Screen, press “*” and enter the customer password from the Packing Slip
Press “*1”, enter the COMMSVR password, and hit ┘ (Green Enter key)
Use the leftmost purple button <I> (info screens)
If prompted for the VSCPWD password then enter the System password
Use the leftmost purple button to page to the screen that shows “MAC Address”
Password List
i.
ii.
iii.
iv.
System Password:
Setup Password:
COMMSVR Password:
Banking Password:
1 Alpha Alpha 6 6 8 3 1
134679
998877
event specific, see Terminal Setup Sheet/Packing List