Converge Peripheral Driver Guide

Converge Peripheral Driver Guide
Converge
Peripheral Device Installation and Setup Guide
Revision Date: November 2015
Two Concourse Parkway, Suite 800, Atlanta, GA 30328
© Elavon Incorporated 2015. All Rights Reserved
Converge Peripheral Device Installation and Setup Guide
CON-0007-E
Copyright
Copyright © 2015 Elavon Incorporated. All rights reserved. No part of this publication may be reproduced
or distributed without the prior consent of Elavon Inc., Two Concourse Parkway, Suite 800, Atlanta, GA
30328.
Disclaimer
Elavon Inc. provides this publication as is without warranty of any kind, either expressed or implied. This
publication could include technical inaccuracies or typographical errors. Changes are periodically made to
the information herein. These changes will be incorporated in new editions of the publication. Elavon Inc.
may make improvement and/or changes in the product(s) and/or programs(s) described in this
publication at any time.
Trademarks
Converge is a registered trademark of Elavon Inc. All other brand and product names are trademarks or
registered trademarks of their respective companies:
®
ActiveX
Epson
®
Equinox
®
®
Ingenico
MagTek
®
Microsoft
RDM
®
®
Star Micronics
Windows
Winzip
®
®
®
© Elavon Incorporated 2015
i
Converge Peripheral Device Installation and Setup Guide
CON-0007-E
Preface
This document describes step by step procedures on how to install and configure your Converge
peripherals using:
•
ConvergeConnect
•
DeviceAssistant
This document is intended for all users of the Converge product and contains the information necessary
for you to be able to use all supported devices with Converge effectively to run payments.
Typographical Conventions
Throughout this guide, you will see words and phrases that appear in different fonts and formats.
The following list describes the typographical conventions used in this guide.
•
Bold text
Indicates a menu option, a window title, buttons, and so on that you can use to identify a
part of the user interface.
Examples:
Print or Save As dialog box
•
Menu selection sequences
Indicates a series of menu options that you need to select in a particular sequence and
listed in one step. Each menu option is separated by a pipe ( | ).
1.
•
Choose File | Save As | File Name and enter the name of the document.
Courier text
Indicate examples of software code. Usually this type of text is encapsulated in a code
box as illustrated below.
Begin Header
<head>
<title>Batch Import</title>
</head>
End Header
© Elavon Incorporated 2015
ii
Converge Peripheral Device Installation and Setup Guide
•
CON-0007-E
Bold courier text
Indicates a command that you would type into a command prompt window as illustrated
below.
cd c:\users\
•
Italicized text
Indicates that the word or phrase is:
•
A reference to another document as illustrated below.
Refer to the Elavon User Guide.
•
Emphasized for clarification as illustrated below.
You do not need to select Apply.
•
The word is replacement text, such as a variable for a piece of code that you need to
enter the appropriate value for your implementation as illustrated below.
<xml>
<country_code>Country Code</country_code>
</xml>
© Elavon Incorporated 2015
iii
Converge Peripheral Device Installation and Setup Guide
CON-0007-E
Related Documentation
The following documents are available related to the Converge product.
•
Converge Getting Started Guide
•
Converge System Administration Guide
•
Converge Transaction Processing Guide
•
Converge Chip and PIN (EMV) Transaction Processing Addendum
•
VirtualMerchant Mobile Classic Guide
•
VirtualMerchant Mobile 2.2 User Guide
Revision History
The following table provides a description of the changes made to this document from its
origination to the current release.
Revision
Date
Revision Notes
A
MAY-2015
Original release of the Converge Peripheral Device Installation and
Setup Guide
B
JUN-2015
Update and new screenshots for ConvergeConnect
C
SEP-2015
Added note that transactions must be hand-keyed if ConvergeConnect
is out-of-date.
D
OCT-2015
Key entry using the iSC250 is now supported.
E
NOV-2015
Added support of Ingenico iCMP for U.S.
Added new branding for iSC Touch 250
© Elavon Incorporated 2015
iv
Converge Peripheral Device Installation and Setup Guide
CON-0007-E
Table of Contents
Supported Peripheral Devices....................................................................................................................... 1
System Requirements ................................................................................................................................... 3
Operating Systems .................................................................................................................................... 3
Browsers ................................................................................................................................................... 3
Installing Peripheral Drivers .......................................................................................................................... 4
To Install ConvergeConnect ...................................................................................................................... 4
To Install DeviceAssistant ....................................................................................................................... 12
Configuring Peripheral Devices ................................................................................................................... 49
© Elavon Incorporated 2015
v
Converge Peripheral Device Installation and Setup Guide: Supported Peripheral Devices
CON-0007-E
Supported Peripheral Devices
Peripheral devices are external pieces of hardware such as printers or terminal entry equipment that
connects to and works with the computer in some way.
In order to support peripheral devices with Converge, you must:
1.
Download and install either ConvergeConnect or DeviceAssistant depending on the device you
wish to use, consult table below for more information.
2.
For those devices supported by ConvergeConnect, connect your device to the PC and then
proceed to install ConvergeConnect.
3.
For those devices supported by DeviceAssistant, connect your device to the PC and then
configure your device with the Device Assistant Utility.
4.
Configure your devices within Converge.
5.
Run a transaction.
The following table describes what Converge supports for peripheral device options and which installer
you will need in order to download and configure your peripheral device.
Installer
What Converge
Supports
Printers
Swipe Readers
Description
Converge
Connect
Device
Assistant
No
Installer
Needed
•
Epson T20 Thermal Printer
•
Star Micronics TSP650II Thermal Printer
•
Parallel printer using any connected network
printer
X
•
MagTek Mini Wedge USB (Keyboard Emulation)
(traditional)
X
•
MagTek MagneSafe Mini Wedge USB (Keyboard
Emulation) (end-to-end encryption)
X
© Elavon Incorporated 2015
X
X
1
Converge Peripheral Device Installation and Setup Guide: Supported Peripheral Devices
CON-0007-E
Installer
What Converge
Supports
PIN Pads
Check Scanners
Description
Converge
Connect
Device
Assistant
•
Verifone PIN Pad 1000SE (US Only): PIN
X
•
Equinox L5200 signature capture (US Only):
Swipe, PIN, and Signature
X
•
Ingenico iPP320 PIN Pad (Canada Only): EMV,
Swipe, and PIN
X
•
Ingenico iSC Touch 250 (US Only): Key, Swipe,
NFC/Contactless, Chip (EMV), PIN, Encryption,
and Signature
X
•
Ingenico iCMP (US Only): Key, Swipe,
NFC/Contactless, Chip (EMV), PIN, and
Encryption
X
•
RDM 7111 with MSR
X
•
MagTek Micr Imager with MSR
X
No
Installer
Needed
Notes:
•
The Ingenico devices must be properly injected using Triple DES Encryption, other types of
encryption are not supported when using Converge. The Ingenico devices encrypt data when a
card is keyed, inserted, swiped or tapped, or when a mobile device is in proximity and used for
payment.
•
The devices that do not require an installer are Plug and Play and can be used with Converge
without any additional configuration. These devices support USB HID or USB keyboard emulation
interfaces. No third party device driver is required.
•
In order to accept hand key transaction with the Ingenico devices it is mandatory that you either
install or upgrade to the latest available version of ConvergeConnect.
© Elavon Incorporated 2015
2
Converge Peripheral Device Installation and Setup Guide:
CON-0007-E
System Requirements
Before you install ConvergeConnect or the DeviceAssistant, make sure that your computer meets the
following software and configuration requirements.
Operating Systems
The following operating systems are supported for ConvergeConnect:
•
Windows 7 (32bit)
•
Windows 7 (64bit)
•
Windows 8 (32bit)
•
Windows 8 (64bit)
•
Windows 8.1 (32bit)
•
Windows 8.1 (64bit)
•
Vista (32bit)
•
Vista (64bit)
The following operating systems are supported for DeviceAssistant:
•
Windows XP (SP4 or greater)
•
Windows 7 (32bit)
•
Windows 7 (64bit)
•
Vista (32bit)
•
Vista (64bit)
Browsers
The following browsers are supported for ConvergeConnect:
•
Internet Explorer (10 and higher)
•
Google Chrome (45.0.2454.101 and higher)
The following browsers are supported for DeviceAssistant:
•
Internet Explorer (10 and lower)
© Elavon Incorporated 2015
3
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
Installing Peripheral Drivers
In order to support peripheral devices with Converge, you must download either ConvergeConnect or
DeviceAssistant depending on the device you wish to use. Refer to the Supported Peripheral Devices
section to determine which peripheral driver you need to download and install in order to use your device
with Converge.
To Install ConvergeConnect
Use the ConvergeConnect link to download the ConvergeConnect installer in order to use the
supported peripheral devices with Converge. Refer to the Supported Peripheral Devices section
for a complete list of devices supported by ConvergeConnect when using Converge.
The following steps detail how to download and install ConvergeConnect.
1.
Connect your devices first, before beginning to install or upgrade ConvergeConnect.
Note: Windows supports the Plug and Play specifications and will automatically search
for a driver package when a new device is detected. You can close the information
pop-up box that will appear and continue to step 2.
2.
Click the ConvergeConnect link.
The ConvergeConnect installer is located on the launch page in the Resources &
Documentation section under Documentation | Peripheral Drivers |
ConvergeConnect. After you are logged into Converge, the ConvergeConnect installer
is located under Support Section | Peripheral Driver | Download ConvergeConnect.
From either location, the Windows file download dialog window will appear.
3.
Click Run, the file downloads.
Note: Select Run if you want to run the download immediately or select Save if you want
to save the download to run at a later time from your PC.
© Elavon Incorporated 2015
4
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The ConvergeConnect Setup screen displays to guide you through the installation of
ConvergeConnect.
4.
Click Next.
Note: It is recommended to close all programs, including your browser, before
proceeding to the next step.
© Elavon Incorporated 2015
5
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Choose Install Location displays. Select Browse if you want to change the default
destination folder.
5.
Click Install.
Note: Closing or canceling ConvergeConnect setup will interrupt the installer.
© Elavon Incorporated 2015
6
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Installing screen will display as ConvergeConnect is installing.
If you haven’t closed your browsers a message box will appear asking you to close your
browsers, click OK so the system can automatically close your browsers.
© Elavon Incorporated 2015
7
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
When the installation has completed the Installation Complete screen will display.
6.
Click Next.
The Completing ConvergeConnect Setup screen displays.
© Elavon Incorporated 2015
8
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
7.
CON-0007-E
Click Finish to close ConvergeConnect Setup.
Note: If the Start Converge Home Page is checked the Converge login page will display.
The ConvergeConnect icon is now in your Start menu.
ConvergeConnect will also be available from your system taskbar, located in the lower
right-hand portion of your monitor by the system clock.
8.
Right-click on the ConvergeConnect icon in the system task bar and click on Show or
double-click to open.
© Elavon Incorporated 2015
9
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The ConvergeConnect Status screen displays.
•
Stop
This button is used to stop the services. The services need to run in order to facilitate
the communication between Converge and ConvergeConnect. If an update would be
needed you would click Update and then click Stop to halt the services. The status
for Services should always show Running.
•
Start
This button is used to start the services if they have been halted. This button is
displayed only when Services have been Stopped.
•
Refresh
This button is used to refresh the screen to show the devices currently being used.
The following properties should be displayed:
Services section
Name
Description
Service
ConvergeConnect Service Status, should show running
CWS
ConvergeConnect Wrapper, should show running
Configuration section
Name
Description
Port
Shows default port 9790
Reader
Pin Pad name that is connect to PC, Example: iCS250, iCMP
Printer
Printer name that is connected to PC, Example: Star TSP6500II Cutter (TSP654II)
© Elavon Incorporated 2015
10
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
Important Note:
If your device is not showing under the ConvergeConnect Status screen, attempt the
following:
9.
•
Click Stop to the service
•
Unplug device from PC
•
Plug device back into the PC
•
Click Start to start the service back up again
Once the installer has completed, proceed to configure your device. Refer to the
Configuring Peripheral Devices section for more information on how to configure your
device.
10. To determine the version of ConvergeConnect that you have installed you can go to
Control Panel | Programs and Features and verify the Version.
Or
Right-click on the ConvergeConnect icon in the system task bar and click on About.
The ConvergeConnect About information screen will display the the current version
installed on your PC.
© Elavon Incorporated 2015
11
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
Notes:
•
You must upgrade to the latest version of ConvergeConnect to support EMV transactions.
•
The iSC Touch 250 requires version version 2.1.0.2 or higher.
•
The iCMP requires version 2.1.0.16 or higher.
•
If you have previously installed ConvergeConnect and a new version is available,
ConvergeConnect will display and alert in the system taskbar, located in the lower righthand portion of your monitor by the system clock. Click on the dialog box to start
downloading the new version.
•
The Ingenico USB drivers and the Star Micronics printer drivers have been silently
installed on your system. To verify the installation, go to Control Panel | Programs and
Features.
•
If your current ConvergeConnect is out of date, transactions cannot be swiped or chip
read and must be hand-keyed. The following message will display:
To Install DeviceAssistant
Use the DeviceAssistant link to download the DeviceAssistant installer in order to use the
supported peripheral devices with Converge. Refer to the Supported Peripheral Devices section
for a complete list of devices supported by the DeviceAssistant when using Converge.
Notes:
•
Once the installation is complete, the device must be configured properly using the
Device Assistant Utility.
•
Microsoft ActiveX support is required for your browser.
© Elavon Incorporated 2015
12
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The following steps detail how to download and install the DeviceAssistant.
1.
Click the DeviceAssistant link.
The Device Assistant Utility is located on the launch page in the Resources &
Documentation section under Documentation | Peripheral Drivers | DeviceAssistant.
After you are logged into Converge, the DeviceAssistant installer is located under
Support Section | Peripheral Driver | Download DeviceAssistant.
From either location, the Windows file download dialog window will appear.
2.
Click Open, the file downloads.
Note: Select Open if you want to run the download immediately or select Save if you
want to save the download to run at a later time from your PC.
3.
After the download is complete, the Winzip (or applicable application) window appears
and shows the InstallDeviceAssistant.exe application file.
4.
Double-click InstallDeviceAssistant.exe to launch the Device Assistant Setup process.
© Elavon Incorporated 2015
13
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Choose Install Location screen displays. Select Browse if you want to change the
default Destination Folder.
5.
Click Next.
© Elavon Incorporated 2015
14
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Device Assistant Choose Components screen displays.
Note: The Ingenico i3070 drivers are no longer shipped with the product, but the drivers
are available for support if required.
6.
7.
The installer will proceed to install the devices you have selected in the order shown on
the Choose Components screen:
•
If you are installing the Ingenico iPP320 drivers, refer to the To Install the Ingenico
iPP320 Drivers section for more information.
•
If you are installing the Epson drivers, refer to the To Install the Epson Drivers section
for more information.
•
If you are installing the Verifone drivers, refer to the To Install the Verifone Drivers
section for more information.
•
If you are installing the Hypercom L5200 drivers, refer to the To Install the Hypercom
Drivers – L5200 section for more information.
•
If you are installing the check reader RDM drivers, refer to the To Install the RDM
Drivers section for more information.
Once the installer has completed, connect your device to your PC and proceed to
configure your device.
© Elavon Incorporated 2015
15
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
8.
CON-0007-E
Double-click on the Device Assistant Utility icon to open the application. The icon is in
the system tray of the Windows taskbar, usually located in the lower right-hand portion
of your computer by the system clock. Refer to the Configuring Peripheral Devices section
for more information on how to configure your device.
To Install the Ingenico iPP320 Drivers
If selected, the installer will proceed to install the Ingenico Drivers – iPP320.
1.
From step 5 of the To Install DeviceAssistant section the Ingenico installer screen will
display.
2.
Click Next.
© Elavon Incorporated 2015
16
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Choose Install Location screen displays.
3.
A default recommended location is selected for you. Click Next to proceed to the next
step or Browse to choose a different location.
© Elavon Incorporated 2015
17
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Telium Usb Port Updater Tool Parameters screen displays.
4.
Enter an available free Virtual COM port that the iPP320 will use (recommended value is
8), then click Next.
© Elavon Incorporated 2015
18
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Choose Start Menu Folder screen displays.
5.
Click Install to connect the iPP320 driver on the selected port.
© Elavon Incorporated 2015
19
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Device Driver Installation Wizard screen displays.
6.
Click Next.
© Elavon Incorporated 2015
20
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Completing the Device Driver Installation Wizard screen displays.
7.
Click Finish.
© Elavon Incorporated 2015
21
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Installation Complete for the Setup Wizard screen displays.
8.
Click Finish.
© Elavon Incorporated 2015
22
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The installation of the iPP320 is completed. The installer will proceed to install any other
components you have previously selected from the device assistant Choose Components
screen. The program installs the components that you chose and the Installation
Complete screen for the Device Assistant Setup displays.
9.
Click Close to complete the installation.
10. Proceed to configuring the Ingenico iPP320 device using the Device Assistant Utility.
Refer to the Configuring Peripheral Devices section for more information.
© Elavon Incorporated 2015
23
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
To Install the Epson Drivers
If selected, the installer will proceed to install the Epson Drivers for the T20 printer.
1.
From step 5 of the To Install DeviceAssistant section the Epson installer screen will
display.
2.
The install wizard requires that you select a language, the default is English. Choose your
language from the dropdown box and click OK.
© Elavon Incorporated 2015
24
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Welcome to the InstallShield Wizard screen displays.
3.
Click Next.
© Elavon Incorporated 2015
25
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The License Agreement screen displays.
4.
You can scroll through the agreement or click Print for a hardcopy of the agreement. You
must accept the terms of the agreement to enable the Next button. Click I accept the
terms of the license agreement, then click Next.
© Elavon Incorporated 2015
26
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Ready to Install the Program screen displays.
5.
Click Install to connect the Epson driver.
© Elavon Incorporated 2015
27
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The InstallShield Wizard runs and displays the Setup Status screen.
Note: Do not click on Cancel, this will interrupt the installer.
© Elavon Incorporated 2015
28
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
When the setup status is done the InstallShield Wizard Complete screen displays.
6.
Click Finish.
© Elavon Incorporated 2015
29
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Epson Advanced Printer Driver Installer screen displays.
7.
Click Next.
© Elavon Incorporated 2015
30
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Epson Advanced Printer Driver Installer screen displays noting that the drivers
were successfully installed on your computer.
8.
Click Finish.
© Elavon Incorporated 2015
31
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The installation of the Epson driver is completed. The Epson Advanced Printer Driver
Installer screen will close and the Epson TM Virtual Port Assignment Tool will display.
The list of all available ports in your PC will show.
9.
Choose an available port and click on Assign Port.
© Elavon Incorporated 2015
32
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
A pop-up box for the chosen port will display.
10. Select the radio button for The first recognized device is automatically assigned to the
port. Then click OK.
© Elavon Incorporated 2015
33
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The EPSON TM Virtual Port Assignment Tool displays with the printer assigned to your
chosen port.
11. Click Exit to complete the installation of the Epson drivers.
© Elavon Incorporated 2015
34
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The installer will proceed to install any other components you have previously selected
from the device assistant Choose Components screen. The program installs the
components that you chose and the Installation Complete screen for the Device
Assistant Setup displays.
12. Click Close to complete the installation.
13. Proceed to configuring the Epson T20 printer using the Device Assistant Utility. Refer to
the Configuring Peripheral Devices section for more information.
© Elavon Incorporated 2015
35
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
To Install the Verifone Drivers
If selected, the installer will proceed to install the Verifone 1000SE driver.
1.
From step 5 of the To Install DeviceAssistant section the Verifone installer screen will
display.
2.
The Device Assistant runs and installs the Verifone driver.
The installer will proceed to install any other components you have previously selected
from the device assistant Choose Components screen. The program installs the
components that you chose and the Installation Complete screen for the Device
Assistant Setup displays.
© Elavon Incorporated 2015
36
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
3.
Click Close to complete the installation.
4.
Proceed to configuring the Verifone device using the Device Assistant Utility. Refer to
the Configuring Peripheral Devices section for more information.
To Install the Hypercom Drivers – L5200
If selected, the installer will proceed to install the Hypercom Equinox L5200 driver.
1.
From step 5 of the To Install DeviceAssistant section the Hypercom Equinox installer
screen will display.
© Elavon Incorporated 2015
37
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The DeviceAssistant command line displays.
The Welcome screen for the Equinox FPE interface services setup program displays.
2.
Click Next.
© Elavon Incorporated 2015
38
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The License Agreement screen displays.
3.
You must accept the terms of the agreement to enable the Next button. Click I Agree,
then click Next.
© Elavon Incorporated 2015
39
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Prerequisites screen displays.
4.
Click Next if all the prerequisites are met or contact your Equinox Payments
representative for more information.
© Elavon Incorporated 2015
40
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Release Notes screen displays.
5.
Click Next.
© Elavon Incorporated 2015
41
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Choose Destination Location screen displays.
6.
A default recommended location is selected for you. Click Next to proceed to the next
step or Browse to choose a different location.
© Elavon Incorporated 2015
42
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Select Program Manager Group screen displays.
7.
The default Equinox location is selected, click Next.
© Elavon Incorporated 2015
43
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Start Installation screen displays for the Equinox FPE interface services.
8.
Click Next.
© Elavon Incorporated 2015
44
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
The Installation Complete screen displays stating that the installation is successful.
9.
Click Finish to complete the installation.
Once the driver completes installation, a pop-up box informs you that the forms are
about to load and to ensure the L5200 device is connected
10. Click OK.
© Elavon Incorporated 2015
45
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
Forms will load into the device and a message screen displays Download completed.
FPE32 will restart. The device will reboot itself and a welcome screen displays.
11. Click OK once the device has rebooted.
The installer will proceed to install any other components you have previously selected
from the device assistant Choose Components screen. The program installs the
components that you chose and the Installation Complete screen for the Device
Assistant Setup displays.
12. Click Close.
© Elavon Incorporated 2015
46
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
13. Proceed to configuring the L5200 device using the Device Assistant Utility. Refer to the
Configuring Peripheral Devices section for more information.
To Install the RDM Drivers
If selected, the installer will proceed to install the RDM drivers.
1.
From step 5 of the To Install DeviceAssistant section the RDM installer screen will display.
© Elavon Incorporated 2015
47
Converge Peripheral Device Installation and Setup Guide: Installing Peripheral Drivers
CON-0007-E
When the installation is finished the Device Assistant Setup screen displays stating that
the installation is successful.
2.
Click Close to complete the installation.
3.
Proceed to configuring the RDM device using the Device Assistant Utility. Refer to the
Configuring Peripheral Devices section for more information.
© Elavon Incorporated 2015
48
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
CON-0007-E
Configuring Peripheral Devices
This section describes how to configure your devices using the Device Assistant Utility. This
configuration is needed only for those devices supported by the DeviceAssistant installer. Refer to the
Supported Peripheral Devices section for a complete list of devices supported by the DeviceAssistant
when using Converge.
Notes:
•
There is no special configuration required for those devices that are supported by
ConvergeConnect.
•
DeviceAssistant must be installed and supported devices must be connected to the computer
prior to any configuration.
•
All devices must be connected to your PC prior to use, allow Windows a few minutes to detect
devices.
1.
Install the device you wish to use for your PC. Refer to the Installing DeviceAssistant for more
information on installing peripheral devices.
2.
Connect the device you wish to use to an available port in your PC.
3.
Configure the devices you have connected to your PC:
•
If you are configuring the Epson T20 serial printer, refer to the To Configure the Epson
T20 Printer Device section for more information.
•
If you are configuring the Verifone 1000SE PIN Pad terminal, refer to the To Configure the
Verifone 1000SE PIN Pad Device section for more information.
•
If you are configuring the RDM check reader device, refer to the To Configure the RDM
Check Reader Device section for more information.
•
If you are configuring the Hypercom L5200 signature capture terminal, refer to the To
Configure the Hypercom L5200 Signature Capture Device section for more information.
•
If you are configuring the Ingenico iPP320 for Canada EMV, refer to the To Configure the
Ingenico iPP320 Smart Card Device section for more information.
•
If you are configuring the Ingenico devices for U.S. EMV, refer to the To Configure the
Ingenico Devices section for more information.
•
If you are configuring the Star Micronics TSP650II printer, refer to the To Configure the
Star Micronics Printer Device section for more information.
© Elavon Incorporated 2015
49
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
CON-0007-E
To Configure the Epson T20 Printer Device
The following steps will help you in the configuration of the Epson T20 serial printer.
1.
From the General tab on the Configuration screen of the Device Assistant Utility,
select Enable Serial Printer. The Printer tab will display.
© Elavon Incorporated 2015
50
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
2.
CON-0007-E
From the Printer tab on the Configuration screen, ensure the following Options are
established:
Option
Value
Device Type
Local USB Printer (Epson).
Serial Port
COM3
Note: COM port is the assigned port that you have selected during the install via the
Epson TM Virtual Port Assignment Tool.
3.
To test your device, click Direct Test or Web Page Test and follow prompts. A test
receipt will print from your Epson T20 serial printer.
When the test is successful you are ready to print from your Epson T20 serial printer and
may proceed to login to your terminal.
© Elavon Incorporated 2015
51
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
4.
CON-0007-E
In the Converge application, navigate to Terminal | Merchant | Printer. Ensure Printer
Type is Serial Printer and Paper Type is Single Ply.
The Printer Configuration screen displays. For more information on printer
configuration refer to the Converge System Administration Guide.
5.
Click Update.
© Elavon Incorporated 2015
52
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
CON-0007-E
To Configure the Verifone 1000SE PIN Pad Device
The following steps will help you in the configuration of the Verifone 1000SE PIN Pad device.
1.
From the General tab on the Configuration screen of the Device Assistant Utility,
select Enable PIN Pad. The PIN Pad tab will display.
© Elavon Incorporated 2015
53
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
2.
CON-0007-E
From the PIN Pad tab on the Configuration screen, ensure the following Options are
established:
Option
Value
Serial Port
COM9
Baud Rate
1200
Data Bits
7
Parity
Even
Stop Bits
1
Device Type
Verifone
Encryption Method
Triple DES
Entry Timeout
30
Idle Prompt
WELCOME
© Elavon Incorporated 2015
54
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
CON-0007-E
Notes:
3.
•
The Idle Prompt can be changed to reflect the message you wish to see in the
device.
•
The Serial Port is assigned COM9 by default and can be changed if desired using
Windows device manager.
To test your device, click Direct Test or Web Page Test and follow prompts.
When the test is successful you are ready to process PIN transactions and may proceed to
login to your terminal.
To Configure the RDM Check Reader Device
The following steps will help you in the configuration of the RDM check reader device.
1.
From the General tab on the Configuration screen of the Device Assistant Utility,
select Enable MICR Imager. The MICR Imager tab will display.
© Elavon Incorporated 2015
55
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
2.
CON-0007-E
On the MICR Imager tab on the Configuration screen, ensure the Device Type is RDM.
Option
Value
Device Type
RDM.
Double-Sided Imaging
Double-sided imaging enables the ability to print the front and back
sides of the check scanned.
Franking
Displays a message across the face of the check that the check has
been electronically processed.
3.
Enable the Double-Sided Imaging if desired.
4.
Enable Franking if desired.
5.
To test your device, click Direct Test and follow prompts.
© Elavon Incorporated 2015
56
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
CON-0007-E
To Configure the Hypercom L5200 Signature Capture Device
The following steps will help you in the configuration of the Hypercom L5200 signature capture
device.
1.
From the General tab on the Configuration screen of the Device Assistant Utility,
select Enable Signature Capture. The Forms tab will display.
Note: You can use the Load Screen to Device on the Forms tab to upload the forms to
your device. This action is needed if the upload failed during the install.
© Elavon Incorporated 2015
57
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
CON-0007-E
2.
On the Forms tab on the Configuration screen, click PIN Pad Test to test the PIN Pad
on your device.
3.
The system will prompt for an Account #, enter a test credit card number.
4.
The device will ask for a PIN. Enter a test PIN number on the device and hit enter.
© Elavon Incorporated 2015
58
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
CON-0007-E
The Information screen displays the message, Forms PIN Test OK.
5.
Click OK on the system to complete the PIN Pad Test.
6.
To test a signature capture on your device, click on Direct Test.
© Elavon Incorporated 2015
59
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
CON-0007-E
The device will prompt you for a signature. Sign on the device and hit enter. The
Information screen displays the message, Forms SigCap Test OK.
7.
Click OK on the system to complete the Direct Test.
8.
To test a signature capture on your Website, click on Web Page Test.
© Elavon Incorporated 2015
60
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
CON-0007-E
The device will prompt you for a signature. Sign on the device and hit enter. The
Information screen displays the message, Forms SigCap Test OK.
9.
A message is received from the webpage to get the signature from the device, click OK.
An Information screen will also display to close the dialog box after completing the
webpage test, click OK.
© Elavon Incorporated 2015
61
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
CON-0007-E
A Message from webpage screen will display asking if the signature image printed.
10. Click OK to complete the Web Page Test.
11. Click on Save to store the configuration information.
© Elavon Incorporated 2015
62
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
CON-0007-E
You can use the Load Screens to Device button to upload forms.
1.
Click on Load Screens to Device.
2.
Click OK.
3.
Forms will load into the device and a message screen displays Download completed.
FPE32 will restart. The device will reboot itself and a welcome screen displays.
© Elavon Incorporated 2015
63
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
CON-0007-E
4.
Click OK once the device has rebooted.
5.
Click Save to store the configuration information.
6.
In the Converge application, navigate to Terminal | Advanced | System Setup. Ensure
under Signature Capture Device Options that the Hypercom L5200 is checked.
The System Setup screen displays. For more information on printer configuration refer to
the Converge System Administration Guide.
7.
Click Update.
© Elavon Incorporated 2015
64
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
CON-0007-E
To Configure the Ingenico iPP320 Smart Card Device
The following steps will help you in the configuration of the Ingenico iPP320 smart card (also
known as Chip and PIN or EMV) terminal.
1.
From the General tab on the Configuration screen of the Device Assistant Utility,
select Enable Smart Card. The Smart Card tab will display.
© Elavon Incorporated 2015
65
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
CON-0007-E
In the Converge application, navigate to Terminal | Advanced | System Setup. Ensure
that Enable EMV Chip Cards is checked.
2.
From the Smart Card tab on the Configuration screen, ensure the following Options are
established:
Option
Value
Serial Port
COM8 (it is recommended to select COM8 from the drop-down menu if it
did not default to that serial port).
Baud Rate
9600 (required)
Data Bits
7 (required)
Parity
Even (required)
Stop Bits
1
Entry Timeout
30
Device Type
Ingenico MS (required)
Idle Prompt
WELCOME/BONJOUR (you may customize the welcome message)
Application Name
CAOCOO_ApVis
Region
Canada (required)
© Elavon Incorporated 2015
66
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
3.
CON-0007-E
Click Save.
The welcome message should display in the PIN Pad.
4.
Run a test by clicking on the PIN Pad Test.
When the test is successful you are ready to process Chip and PIN transactions and may
proceed to login to your terminal.
5.
In the Converge application, navigate to Terminal | Advanced | System Setup. Ensure
Enable EMV Chip Cards is checked.
© Elavon Incorporated 2015
67
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
CON-0007-E
The System Setup screen displays. For more information on printer configuration refer to
the Converge System Administration Guide.
6.
Click Update.
© Elavon Incorporated 2015
68
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
CON-0007-E
To Configure the Ingenico Devices
The following steps will help you in the configuration of the Ingenico devices.
1.
In the Converge application, navigate to Terminal | Advanced | System Setup.
For the retail or service industries, the following System Setup screen displays:
2.
Enable your terminal to use the Ingenico iCMP under the Processing Options located
under the Terminal | Advanced | System Setup as follows:
•
Select the Enable EMV Chip Cards checkbox located under the Processing Options
if you are accepting Chip transactions. This option applies for both the Ingenico iSC
Touch 250 and iCMP devices.
•
Select the Ingenico iSC250 located under Signature Capture Device Options if you
are accepting swipe transactions only (without Chip capability). The iCMP is not
supported without the EMV capability.
© Elavon Incorporated 2015
69
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
CON-0007-E
For the MOTO or eCommerce industries, the following System Setup screen displays:
Select the Enable Encrypted Hand Key on Device checkbox located under the
Processing Options to accept hand key transactions using the Ingenico devices.
Important Note:
Once you enable a terminal to use the Ingenico iCMP, the user is able to enter
encrypted hand key transactions directly into the device. In order to accept nonencrypted cardholder data using keyboard. Users must have Credit CardUnencrypted Hand Key user right.
3.
Click Update.
© Elavon Incorporated 2015
70
Converge Peripheral Device Installation and Setup Guide: Configuring Peripheral Devices
CON-0007-E
To Configure the Star Micronics Printer Device
The following steps will help you in the configuration of the Star Micronics TSP650II printer
device.
1.
In the Converge application, navigate to Terminal | Merchant | Printer. Ensure Printer
Type is Star Printer and Paper Type is Single Ply.
The Printer Configuration screen displays. For more information on printer
configuration refer to the Converge System Administration Guide.
2.
Click Update.
© Elavon Incorporated 2015
71
Was this manual useful for you? yes no
Thank you for your participation!

* Your assessment is very important for improving the work of artificial intelligence, which forms the content of this project

Download PDF

advertisement