Setting up Your Terminal

Setting up Your Terminal
2
Setting
up Your
Terminal
Moneris® iCT250
®
(05/14)
IMPORTANT: READ FIRST
If this is your first POS terminal with Moneris:
Enclosed you should find your Moneris Visa Merchant
Agreement/Moneris MasterCard Merchant Agreement/
Moneris Discover Merchant Agreement/Moneris INTERAC
Merchant and Terminal Agreement/Terms and
Conditions. If this document is not enclosed, please do
not proceed with this installation. Instead, contact us
at 1-866-319-7450. Once you have obtained the required
document, please proceed with your installation.
Hardware setup
1
MAGIC BOX
a. Plug one end of the dial
cable into the magic box
port labelled “ IN”.
2
Hi-Speed Ethernet setup
MAGIC BOX
DIAL CABLE
Before you get started
1. Please confirm that you received:
• The Moneris iCT250 terminal.
• The power cable and adaptor.
• The dial cable and/or Ethernet cable.
• The white POS Admin card(s).
• If you ordered the optional external PINpad, check to confirm
that you received the iPP320 PINpad and cables.1
Dial setup
Dial setup
ETHERNET CABLE
Plug one end of the Ethernet
cable into the magic box
port labelled “ETH”.
Hi-Speed Ethernet setup
1 If you are setting up the terminal to work as a semi-integrated device with your electronic
cash register (ECR), please note that the iPP320 PINpad is not supported (i.e., a semiintegrated terminal cannot be used in conjunction with an attached iPP320 PINpad).
2. If your terminal will be communicating with the Moneris host
over high-speed Ethernet, please review the Moneris IP Readiness
Checklist (available at moneris.com/checklist) and ensure that
your Ethernet service is ready to support your terminal.
3. Make sure you have the following information (provided when
Moneris contacted you to confirm your terminal order):
• Your 13-digit Moneris Merchant ID. If you currently have a
9-digit merchant number beginning with a 1, 2 or 4, simply add
0030 to the beginning (i.e., 123456789 becomes 0030123456789).
• Settlement type: System Close (Moneris automatically closes
your batch at the end of each day) or Merchant Close (you are
responsible for closing your batch at the end of each day).
• Communications type: Dial or IP/Ethernet (with or without dial
backup).
• Optional features (e.g. gift cards, loyalty cards, Ernex Terminal ID).
If any of the above required elements are missing, please call the
General Inquiries number below:
a. Plug the other end of the
dial cable into an analog
phone jack.
Recommendation: Use
a dedicated phone line
for the terminal. Sharing
the line with another
device (e.g. a fax machine)
can cause communication
problems.
Plug the other end of the
Ethernet cable into the
router/switch/hub/internal
wiring – whatever is
applicable to the high-speed
Internet service at your
location.
(If necessary, please refer
to the Moneris IP Readiness
Checklist available at
moneris.com/checklist.)
General Inquiries: 1-866-319-7450
4. Do one of the following:
• If you are setting up a standalone terminal (with or without
an external iPP320 PINpad): Proceed to Hardware setup on page 2.
• If you are setting up a semi-integrated terminal (to work
with your ECR): Refer to the Moneris iCT250 Using Your
Semi-integrated Terminal guide in your package, and follow the
instructions in the IMPORTANT: READ FIRST section of that guide.
Tips for moving through the menus
• Press the
key to answer “yes” to any questions or to scroll down.
• Press the
key to answer “no” or to scroll up.
• Press the
key to select a menu item or finish entering
information and move on to the next step.
1
Recommendation: Set up
dial backup as well (follow
steps 1 and 2 of the Dial setup
instructions) so that the
terminal can use dial backup
if your Internet service is
temporarily unavailable.
b. Do one of the following:
• If you ordered the optional external PINpad, go to step 3
(Connect the external iPP320 PINpad (Optional)) on page 3.
• If you did not order an external PINpad, go directly to
step 4 (Install the paper roll) on page 4.
2
3
4
Connect the external iPP320 PINpad (Optional)
a. Turn the PINpad over
so that the back panel
is facing you.
c
LATCH
a
b. Plug the PINpad cable
into the port on the
PINpad (raise the latch).
b
PINPAD
CABLE
Install the paper roll
a. Lift the printer latch up,
and then pull back to
open the lid and expose
the paper well.
PRINTER LATCH
(PULLED UP)
c. Fold the latch down and
press to secure the cable.
d. Turn the terminal over
so that the back panel
is facing you. Locate the
two corner latches.
e. Grip the latches
simultaneously, and
then pull back to raise
the back panel.
b. Insert the paper roll
into the paper well with
the loose end unrolling
from the bottom of the
roll towards the front
of the terminal.
CORNER
LATCHES
PAPER ROLL
BACK PANEL
c. Unroll enough paper
to extend at least one
inch (2.5 cm) past the
faceplate.
f. Detach the panel
completely.
g. If a three-pronged rubber
stopper is attached, go
to step h. If there is no
stopper, go to step i.
j. Position the PINpad cable
so that it sits securely in
the middle groove at the
top of the terminal.
k. Position the back panel so
that its upper two corner
tabs are slotted into the
openings at the top of the
terminal.
FACEPLATE
RUBBER STOPPER
h. Grip the stopper, and pull
back until it tears off
completely (or use scissors
to carefully snip it off).
i. Plug the PINpad cable
into the port labelled
“USB HOST” in the
terminal compartment.
PAPER
(EXTENDED)
d. Close the lid, and press down firmly to snap it back into
place so that the extended paper is pressed securely against
the closed lid and the faceplate.
Note: To advance the paper from the printer when the lid is
closed, you must press and hold down the
key when the
terminal is powered on. DO NOT attempt to manually
advance the paper by pulling it as this will damage the printer.
PINPAD CABLE
“USB HOST” PORT
e. Go to step 5 (Connect the two-part power supply cable)
on page 5.
PINPAD CABLE
MIDDLE GROOVE
CORNER
TABS
l. Close the back panel until
it snaps shut.
(The PINpad cable should be
secured as it passes through
the middle opening
between the closed panel
and the terminal.)
m. Go to step 4 (Install the
paper roll) on page 4.
3
4
5
6
Connect the two-part power supply cable
a. Insert the plug connector
into the adaptor box to
form the complete power
cable.
a. Wait for the terminal to display “TERMINAL SETUP REQUIRED”.
• If you attached an external PINpad,
wait for it to display the CPX version
screen as shown here.
PLUG
CONNECTOR
b. Do one of the following:
• If you are setting up a standalone terminal (with or
without an external PINpad): Go to step c below.
• If you are setting up a semi-integrated terminal (to work
with your ECR): Refer back to your Moneris iCT250 Using Your
Semi-integrated Terminal guide, and continue the applicable
overview setup procedure beginning at step 3 (“Enable
Semi-Integrated mode on the terminal...”).
c. Do one of the following:
• If you attached an external PINpad, proceed to Enabling
the external PINpad on page 10.
• If you did not attach an external PINpad, proceed to
Communications setup on page 7.
ADAPTOR BOX
b. Insert the power cable’s
barrel connector into
the magic box’s circular
port labelled with the
power symbol “ ”.
POWER CABLE
MAGIC
BOX
BARREL CONNECTOR
c. Plug the other end of the power cable into a power source.
The terminal (and external iPP320 PINpad if attached) will
power on.
Recommendations: Always plug the power cable into the
power source last to avoid power surges. Use a power bar
equipped with surge protection where possible. Do not
use the power cable from your existing terminal, as it may
damage your new terminal.
IMPORTANT: You must use the exact power adaptor and
cables provided by Moneris to work with the Moneris
iCT250 terminal. Failure to do so may affect the operability
of, or cause damage to, the equipment.
d. Go to step 6 on page 6.
5
6
7. When the TERMIAL SETUP menu appears, enter the static IP
information as follows:
Communications setup
1. Do one of the following based on your requirements:
• If you are using dynamic IP as default, proceed to Using
dynamic IP below.
• If you are using static IP as default, proceed to Using static IP
below.
• If you are using dial as default, proceed to Using dial below.
Using dial
If you do not need to enter a prefix (e.g., 9) to connect to an
outside line, proceed directly to Initialization and logon on page 9.
If you need to enter a prefix to connect to an outside line, follow
these steps.
1. Press the
key twice, key in 15, and press the
2. Press the
key to select PREFIX.
3. Key in the Prefix number (e.g. 9), and press the
4. Press the
key.
key.
key twice.
5. When the terminal displays “TERMINAL SETUP REQUIRED” or
“REINITIALIZATION REQUIRED”, proceed to Initialization and
logon on page 9.
Using dynamic IP
1. Press the
key twice, key in 08, and press the
2. Press the
key to select COMMS TYPE.
3. Scroll down to ETHERNET, and press the
key.
key once.
5. When the terminal displays “TCP HOST CONNECTION OK PRESS
OK”, press the
key.
• If “TCP CONNECTION FAILED” or “HOST CONNECTION FAILED”
appears, see page 13 for troubleshooting.
6. When the terminal displays “TERMINAL SETUP REQUIRED” or
“REINITIALIZATION REQUIRED”, do one of the following:
• If you are using dial backup and need to enter a prefix (e.g., 9)
to connect to an outside line, proceed to Using dial above.
• If you are not using dial backup or you are but do not need
to enter a prefix, proceed to Initialization and logon on page 9.
Using static IP
Contact your Internet Service Provider (ISP) to gather the following
information: terminal’s IP address, Mask ID, Gateway address, and
DNS addresses.
Note: If you are configuring the terminal to work as a semi-integrated
device with your ECR, you will also need to know the Port number that
the ECR is configured to use to communicate with the terminal.
1. Press the
key twice, key in 08, and press the
2. Press the
key to select COMMS TYPE.
3. Scroll down to ETHERNET, and press the
key to select TERMINAL SETUP.
5. Press the
key to select TERMINAL TYPE.
7
key, then
key.
b. Scroll down to MASK ID, and press the
key, then key in the
terminal’s Mask ID, and press the
key.
c. Scroll down to GATEWAY, and press the
key, then key
in the terminal’s Gateway Address, and press the
key.
d.Do one of the following:
• If you are setting up a standalone terminal (with or without
an external PINpad): Skip this step, and go directly to step 8.
• If you are setting up a semi-integrated terminal (to work
with your ECR): Scroll down to PORT NUMBER, and press
the
key, then key in the Port Number that the ECR
is using to communicate with the terminal, and press
the
key.
8. Press the
key once to return to the ETHERNET SETUP menu.
9. Enter the terminal’s DNS addresses:
Note: To enter a decimal point, press the 0 (zero) key and then press
the
key.
a. Scroll down to DNS SETUP, and press the
key.
key.
c. Scroll to SEC ADDRESS, and press the
key, then key in the
terminal’s Secondary DNS address, and press the
key.
10. Press the
key twice.
The “REBOOT TERMINAL” message appears, and then the terminal
reboots.
11. When the terminal displays “TERMINAL SETUP REQUIRED” or
“REINITIALIZATION REQUIRED”, go to the next step.
12. Press the
key twice, key in 13, and press the
13. When the ETHERNET SETUP menu appears, press the
key.
key once.
14. When the terminal displays “TCP HOST CONNECTION OK PRESS
OK”, press the
key.
• If “TCP CONNECTION FAILED” or “HOST CONNECTION FAILED”
appears, see page 13 for troubleshooting.
15. When the terminal displays “TERMINAL SETUP REQUIRED” or
“REINITIALIZATION REQUIRED”, do one of the following:
• If you are using dial backup and need to enter a prefix (e.g., 9)
to connect to an outside line, proceed to Using dial on page 7.
• If you are not using dial backup or you are but do not need
to enter a prefix, proceed to Initialization and logon on page 9.
key.
4. Press the
6. Scroll down to STATIC, and press the
a. Scroll down to TERMINAL ADDR, and press the
key in the terminal’s IP address, and press the
b. Scroll to PRIM ADDRESS, and press the
key, then key in
the terminal’s Primary DNS address, and press the
key.
key.
4. When the ETHERNET SETUP menu appears, press the
Note: To enter a decimal point, press the 0 (zero) key and then press
the
key.
key.
8
Initialization and logon
Additional options
1. Do one of the following:
• If you are setting up a standalone terminal (with or without
an external PINpad): Go directly to step 2.
• If you are setting up a semi-integrated terminal (to work
with your ECR): Refer back to your Moneris iCT250 Using Your
Semi-integrated Terminal guide, and continue the applicable
overview setup procedure beginning at step 5 (“Configure the
terminal-to-ECR communications parameters ...”).
2. Press the
key twice, key in 01, and press the
key.
All instructions in this section begin at the terminal’s READY screen.
3. When the terminal prompts for your “MERCHANT ID”, key in your
current 13-digit merchant ID, and press the
key.
4. When the terminal prompts for the initialization “PHONE
NUMBER”, key in the number as follows, and press the
If your merchant number begins with:
Key in:
00301
1 888 699 7299
00302
1 888 358 8602
00304
1 888 332 8433
key.
5. Wait while the terminal communicates with the Moneris Host.
Over the next few moments, the screen will display “SENDING”,
“RECEIVING”, and “PROCESSING”.
• If “SWIPE ADMIN CARD” appears, swipe one of the white POS
Admin cards (provided with your new terminal).
6. Wait while the terminal communicates with the Moneris Host
to log on.
7. If the Initialization and Logon are successful, the terminal screen
should display one of the following READY screens (which will
always display when your terminal is ready to be used):
• Standalone terminal:
“PURCHASE ENTER AMOUNT” appears on the terminal.
(If an external PINpad is attached, “WELCOME/BONJOUR”
appears on the PINpad.)
• Semi-integrated terminal:
“WELCOME/BONJOUR” appears on the terminal.
8. Your terminal is ready to process transactions.
9. Before using your terminal, read Advancing the paper roll below.
Advancing the paper roll
To advance the paper from the printer, you must press and hold
down the
key when the terminal is powered on.
Note: Once the paper roll is installed and the printer lid is closed,
DO NOT attempt to manually advance the paper by pulling it as
this will damage the printer.
9
Enabling the external PINpad
This option enables an external PINpad if attached.
IMPORTANT: If you are setting up your terminal as a semi-integrated
device to work with your ECR, do not follow these steps to enable
an external PINpad. The PINpad option is not supported in SemiIntegrated mode.
1. Unplug the terminal’s power cable from the power source and
then replug it to restart the hardware.
2. On the PINpad, do the following:
a. As soon as the PINpad displays the CPX
version screen, press the
key
within 3 seconds.
b. When the “PIN/CARD BEEP” screen
appears, go to the next step.
Note: If this screen does not appear,
repeat step 1.
c. Press the
key until the “COM PORT”
screen appears.
d.Press the
appears.
key until “USB-9600”
e. Press the
key to select “USB-9600”.
f. When the PINpad displays the CPX
version screen, go to the next step.
3. On the terminal, do the following:
a. Press the
key twice, key in 08, and press the
b. Scroll up to EXT PINPAD, and press the
key.
key.
c. When “ENABLE EXTERNAL PINPAD?” appears, press the
(YES).
key
4. Wait for the PINpad to display “WELCOME/BONJOUR”.
5. When the terminal displays “TERMINAL SETUP REQUIRED”,
proceed to Communications setup on page 7.
10
Printing the Contactless logo on receipts
Changing the terminal language
When this feature is enabled, the contactless logo will be printed
on all contactless transaction receipts.
2. Scroll to a language, and press the
1. Press the
3. Press the
key twice, key in 08, and press the
2. Scroll up to CTLS LOGO, and press the
3. Scroll up to ENABLE, and press the
4. Press the
key.
key.
key.
key twice to return to the READY screen.
key twice, key in 08, and press the
key.
2. Use the
key to scroll down to the option you want to enable
(e.g. TIP ENTRY, CASH BACK or INVOICE NUMBER), and press
the
key.
• If you are enabling Tip Entry, follow these additional steps:
a. Scroll to the card type option (DEBIT or DEBIT & CREDIT),
and press the
key.
b. Scroll to a tip entry type (TIP BY AMOUNT or TIP BY PERCENT
or TIP BY $ AND % ), and press the
key.
c. Press the
key once, and then go to step 4.
3. Enable the option by pressing the
4. Press the
key twice, key in 04, and press the
key (YES).
key twice to return to the READY screen.
Note: To change the default values for the tip and cashback
options, refer to the Moneris iCT250 Operating Manual. Visit
moneris.com/manuals to download a copy.
key twice to return to the READY screen.
This parameter allows you to control the manual entry of card
information on the terminal keypad.
IMPORTANT: Moneris strongly recommends using the default value
of ADMIN PROTECT to help reduce the risk of fraudulent transactions
which can later be disputed and charged back.
1. Press the
key twice, key in 08 and press the
2. Scroll up to MANUAL ENTRY, and press the
3. When “SWIPE ADMIN CARD” appears, swipe your POS Admin card.
4. Scroll to one of the options, and press the
key:
• OFF: Disables manual card entry.
• ON: Enables manual card entry without mandatory POS Admin
card swipe.
• ADMIN PROTECT: Enables manual card entry with mandatory
POS Admin card swipe.
5. Press the
key twice to return to the READY screen.
Enabling loyalty and gift cards
Didn’t order a loyalty program and gift cards but would like to find
out more? Please call us at 1-866-MONERIS.
1. Press the
key twice, key in 310, and press the
The printer is set up to automatically print the second receipt 10
seconds after it prints the first receipt.
2. Press the
key to select ENABLE ERNEX.
Note: If you don’t want to wait, simply press the
the second receipt immediately.
4. Press the
key to print
3. Press the
key.
key to select YES.
key to select INITIALIZATION.
5. Key in the Ernex Terminal ID (provided to you when Moneris
confirmed your terminal order), and press the
key.
To change this setting:
1. Press the
key.
key.
Changing printer options
key twice, key in 14, and press the
2. Scroll down to PRINT DELAY, and press the
key.
key.
Changing manual card entry options
Enabling Tip, Cashback, or Invoice Number
1. Press the
1. Press the
key.
key.
3. Key in the number of seconds that the printer should wait
before automatically printing the second receipt, and press
the
key.
Note: If you key in 99, the printer will always wait until the
key is pressed before printing the second receipt.
4. Press the
key to return to the PRINTER CFG menu.
5. Press the
key twice to return to the READY screen.
Note: Shop for point-of-sale supplies and paper online at
shopmoneris.com.
6. Wait while the terminal communicates with the Moneris Host.
• If “CLEAR TERMINAL STORAGE?” appears, press the
key to
select YES.
7. The READY screen appears.
8. Your terminal is ready to process loyalty card and gift card
transactions.
For instructions on performing:
• gift card transactions, please refer to the Moneris iCT250
Using Your Terminal for Gift guide.
• loyalty card transactions, please refer to the Moneris iCT250
Using Your Terminal for Loyalty guide.
Enabling tip entry (gift cards)
1. Press the
key twice, key in 310, and press the
2. Scroll down to TIP ENTRY, and press the
3. Press the
4. Press the
key.
key.
key to select YES.
key once to return to the READY screen.
Note: To change the default values for Tip Entry (gift cards), refer to the
Moneris iCT250 Operating Manual. Visit moneris.com/manuals to
download a copy.
11
12
Troubleshooting
Error message
Solution
HOST CONNECTION
FAILED
or
TCP CONNECTION
FAILED
The terminal cannot establish a
connection to the Moneris host.
1. Press the
key to return to the
“TERMINAL SETUP REQUIRED” or
“REINITIALIZATION REQUIRED”
screen.
2. Check all the cables to ensure that
everything is plugged in correctly.
3. Confirm that the router and
hub/switch (if any) are functioning
(refer to the Moneris IP Readiness
Checklist at moneris.com/checklist
to confirm that your firewall rules
have been updated).
4. Confirm that your network is
functioning.
• Public Internet: Contact your ISP
(Internet service provider) for
assistance.
• Corporate WAN: Call your
corporate help desk to confirm
that the corporate WAN is
functioning properly.
5. Once you have confirmed that your
network is functioning: Press
the
key twice, key in 11, and
press the
key.
6. When the HOST SETUP menu
appears, press the
key once.
7. Do one of the following depending
on what appears:
• If “TCP HOST CONNECTION OK
PRESS OK” appears, press
the
key. Go to step 8 below.
• If the “TCP CONNECTION FAILED”
error recurs (static IP configuration
only):
a.Press the
key twice, key in
13, and press the
key.
b.Press the
key to select
TERMINAL SETUP.
c. Re-enter the static IP values.
Go back to Using static IP
(page 7), and continue at step 7.
8. Do one of the following:
• If you are configuring for dynamic
IP, go back to Using dynamic IP
(page 7), and begin at step 6 of
that procedure.
• If you are configuring for static IP,
go back to Using static IP (page 7),
and begin at step 15 of that
procedure.
13
Notes
14
For more information
• On performing transactions and end-of-day processes,
please refer to the Moneris iCT250 Using Your Terminal guide
in this package.
• On all of the options available on your terminal and how
to enable them:
• Contact us by calling 1-866-319-7450.
• Please refer to the Moneris iCT250 Operating Manual.
Visit moneris.com/manuals to download a copy.
®
® MONERIS, MONERIS & Design, MONERIS SOLUTIONS & Design, and
MERCHANT DIRECT are registered trade-marks of Moneris Solutions
Corporation. All other marks or registered trade-marks are the property
of their respective owners.
© 2014 Moneris Solutions Corporation, 3300 Bloor Street West, Toronto,
Ontario, M8X 2X2.
All Rights Reserved. This manual shall not wholly or in part, in any form or by
any means, electronic, mechanical, including photocopying, be reproduced
or transmitted without the authorized consent of Moneris Solutions
Corporation (“Moneris”).
This guide is for informational purposes only. Neither Moneris nor any of
its affiliates shall be liable for any direct, indirect, incidental, consequential
or punitive damages arising out of use of any of the information contained
in this guide.
Neither Moneris or any of its affiliates nor any of our or their respective
licensors, licensees, service providers or suppliers warrant or make
any representation regarding the use or the results of the use of the
information, content and materials contained in this guide in terms
of their correctness, accuracy, reliability or otherwise.
Your credit and/or debit card processing is separately governed by the Terms
and Conditions of your Moneris VISA Merchant Agreement, your Moneris
MasterCard Merchant Agreement, your Moneris Discover Merchant
Agreement and/or your Moneris INTERAC Merchant and Terminal
Agreement (collectively, the “Merchant Agreements”), as applicable with
Moneris. It is the merchant’s responsibility to ensure that proper card
processing procedures are followed at all times. Please refer to your
Merchant manuals and the Terms and Conditions of your Merchant
Agreement(s) for details. The Moneris Merchant Operating Manual is
available for free download at moneris.com/manuals.
iCT250-SYT-E (05/14)
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