PC-EFTPOS I5100 Manuel utilisateur

PC-EFTPOS-CBA i5100 / i3070 Guide Page 1 15/12/2008

PC-EFTPOS

Reference Guide

Version 2.08

Nov 2008

PC-EFTPOS-CBA i5100 / i3070 Guide Page 2 15/12/2008

Revision Record

Version

Date

Author

Document

Preparation

Revisions

2.02

April 08

Clinton Dean

Document Update

2.03

May 08

Richard Bolt

Updated pt 2 of Initial I5100

PINpad Setup section

2.04

June 08

Richard Bolt

Document update

2.05

July 08

Richard Bolt

CBA TMS phone update

2.06

Oct 08

Richard Bolt

Warning for reset procedure

2.07

Nov 08

Richard Bolt

Added i3070 details

2.08

Dec 08

Richard Bolt

Additional comments by CBA

proprietary to PC-EFTPOS Pty Ltd. Any reproduction, disclosure or

unauthorised use of this material is expressly prohibited except as may be

authorised by PC-EFTPOS Pty Ltd in writing.

1/9a Ponderosa Parade

Warriewood NSW 2102

Australia

Phone +61 2 9998 9800

Fax +61 2 9986 0530

www.pceftpos.com

PC-EFTPOS-CBA i5100 / i3070 Guide Page 3 15/12/2008

Table of Contents

PC-EFTPOS Contact Details.............................................................................................................................4

CBA Contact Details..........................................................................................................................................4

1. Terminal Functionality Supported by CBA...................................................................................................5

2. Introduction....................................................................................................................................................6

3. PC-EFTPOS Hardware Installation...............................................................................................................7

4. Initial i5100 / i3070 PINpad Setup ..............................................................................................................13

5. PC-EFTPOS Software Installation ..............................................................................................................14

6. CBA TMS....................................................................................................................................................16

7. PC-EFTPOS Software Overview.................................................................................................................18

8. Basic Functions............................................................................................................................................19

8.1 I3070 PINpad –Configurable RS232 connection .........................................................................19

8.2 POS Config setting ........................................................................................................................21

8.3 Converting a PINpad from PC-EFTPOS Mode to Standalone Mode (i5100 only).......................22

8.4 Converting an Existing PINpad from Standalone Mode to PC-EFTPOS Mode...........................22

8.5 Using the Internal Modem on the PINpad (i5100 only)................................................................23

8.6 Using the Internal Printer on the PINpad (i5100 only)..................................................................23

8.7 Card Read Test on PINpad ............................................................................................................24

8.8 Turn PINpad lock On/Off..............................................................................................................24

8.9 Memory Reset the PINpad.............................................................................................................25

8.10 Initiate transactions through POS or through PINpad .................................................................25

8.11 Store and Forward (SAF) processing...........................................................................................26

8.11.1 SAF Transactions over your floor limit........................................................................26

8.11.2 SAF Totals....................................................................................................................26

9. Full Function Key Menu..............................................................................................................................28

9.1 Main Menu Structure.....................................................................................................................28

9.2 EFTPOS Menu Structure...............................................................................................................29

9.3 Terminal Menu Structure...............................................................................................................30

9.4 Hidden Menu Structure..................................................................................................................31

10. System timeouts and Error Codes..............................................................................................................32

10.1 System timeouts...........................................................................................................................32

10.2 Bank Generated Response Codes ................................................................................................33

10.3 TMS Response Codes..................................................................................................................35

10.4 Argent Error Codes......................................................................................................................37

10.5 CLNP Error Codes.......................................................................................................................38

11. Settlement Receipts and Options...............................................................................................................39

12. Receipt Layouts .........................................................................................................................................40

13. Common Installation Errors.......................................................................................................................43

14. Who to Contact for Help............................................................................................................................47

PC-EFTPOS-CBA i5100 / i3070 Guide Page 4 15/12/2008

PC-EFTPOS Contact Details

PC-EFTPOS office hours are Monday to Friday, 8:30am to 5:30pm EST.

PC-EFTPOS Reception: Phone (02) 9998 9800

PC-EFTPOS Website: http://www.pceftpos.com/

Software Release Website: http://www.pceftpos.com.au/files/releasecd/

Support Website: http://support.pceftpos.com/

General Enquiries Email: [email protected]

CBA Contact Details

CBA help Desk Number: 1800 022 966 (password for updating TMS is “Integrated”)

o24 hour 7 days

oTo report all terminal faults or failures

Merchant Enquiries: 1800 230 177

oMon 9am to 5pm

oGeneral Merchant enquiries, EFTPOS transaction errors, reconciliation errors

Authorisations 1800 813 700

oAll over the floor limit manual debit card transactions

oCall 132 636 for all over floor limit credit card transactions

Charge Cards

oAmex 1300 363 614

oDiners 1800 331 112

oJCB 1800 200 250

PC-EFTPOS-CBA i5100 / i3070 Guide Page 5 15/12/2008

1. Terminal Functionality Supported by CBA

1.1 Using PC-EFTPOS with a POS

When PC-EFTPOS is configured to be used with a POS, all the EFTPOS functionality is initiated through

the POS. Consult your POS vendor on the operation of EFTPOS through your POS.

The Ingenico 5110 pinpad can also be configured into Standalone Mode so the pinpad then acts as a fully

functional standalone pinpad. The i3070 is an integrated pinpad only.

1.2 CBA i5100 / i3070Specific Details

CBA Help Desk Number: 1800 022 966 (password “Integrated”)

The terminal requires both a Terminal ID and Merchant ID to be entered.

The Terminal ID (CAT ID) is 8 digits long and the Merchant ID (CAIC ID) is 15 digits long.

CBA refers to the Merchant ID as the CAICID and the Terminal ID as the CATID

Dial-up system uses TPDU headers. NII is not required.

The terminal is required to perform a TMS logon before logging onto the CBA Host.

Argent Host addressing templates for the 5110 and i3070 are CB96NR for customer owned Argent

lines & CB9600 for CBA owned Argent lines

Argent ID provided by CBA is 7 digits long and the POS AME needs to be 10 digits long.

Functionality

EFTPOS Functionality:

Purchase



Cash Out



Refund



MOTO processing



Pre-Authorisation

Completion

PIN@Pos



Tipping

Training Mode



Balance Enquiry

Voucher Entry

Electronic Fallback (EFB) (SAF)



EMV processing

Contactless Card Acceptance - MasterCard PayPass Only



Settlement Options

Settlement



Pre-Settlement



Last Settlement



Sub-Totals

Summary Totals

Shift Totals



Hardware Options:

i5100 Terminal with printer and modem



i5100 Terminal without printer and without modem



i3070 Terminal with inbuilt contactless card (PICC) reader



External Contactless Card (PICC) reader for i5100



PC-EFTPOS-CBA i5100 / i3070 Guide Page 6 15/12/2008

2. Introduction

2.1 Before you start

Before you begin the installation of your i5100 or i3070, you should ensure you have the following;

oAn i5100 or i3070 EFTPOS terminal which contains the correct bank software, The current

version as at 1st December 2008 is software version 1.15. Software version 3.26 is in pilot

currently.

A P66 modem or Argent connection, if the site is using a dial-up service (The i5100 has an internal

modem, so a P66 is only required if the site is installing more than one EFTPOS terminal. The i3070

has no internal modem, so will require a dial-up service with a P66 modem),

The latest PC-EFTPOS installation CD, (alternatively, latest software can be downloaded from our

website –www.pceftpos.com.au/files/releasecd )

Terminal (CATID) and Merchant ID‟s (CAICID) for each lane supplied by the bank,

If the site is using an Argent Line instead of a P66 modem, then a POS-AME (also known as an

Argent Terminal ID or Tran$end ID) supplied by the bank or Telstra is also required.

2.2 Bank Terminology

Terminal ID : This is the number that uniquely identified each EFTPOS terminal.

The CBA will also refers to this as the CAT ID and is 8 digits long

Merchant ID : This number uniquely identifies each merchant

The CBA will also refer to this as the CAIC ID and is 15 digits long

It will start with the digits “3110000xxxxxxxx”

POS AME : This number is unique to each Argent leased line. This number is calculated from

the Telstra ID, or an Argent Terminal ID. The POS AME number is 10 digits in length. The formula

to calculate the POS AME number equals –(Argent ID x 256) + 1. E.g. (0400852 x 256) + 1 =

0102618113

The bank will issue details for each terminal at the site as well as the connection to the bank. The following

outlines the details the CBA bank will issue:

Bank

Merchant

Terminal ID

Dial-up

POS-AME

Argent POS-

AME

Help Desk

Number

CBA



1800022966

PC-EFTPOS-CBA i5100 / i3070 Guide Page 7 15/12/2008

3. PC-EFTPOS Hardware Installation

3.1 i5100 EFTPOS Terminal

Supplied Equipment with terminal:

i5100 EFTPOS Pinpad terminal

Power pack and power cable

Y Powered Curly Cable (contains the power cable and dial-up phone

cable connections)

POS connector cable (RS232 data cable)

(Identified by label “Ingenico CAB-0117-01”)

Note: Merchants who want to accept MasterCard PayPass contactless cards

will also receive an OTI - Saturn 6000 contactless reader with cable.

Installation Steps -

1. Power the terminal. Connect the supplied power pack to the wall socket.

2. Connect the power adaptor to the round DC power socket on the back of the terminal (connection A).

3. Connect the supplied POS connector cable (RS232 data cable) to the COM port on the PC (normally COM 1).

4. Connect the other end of the RS232 data cable to the RS232-1 connector on the back of the terminal

(connection C).

Note, that if you are using the Saturn contactless reader, the RS2323 data cable plugs in to RS232-2

5. If the terminal is using the terminal‟s internal modem, (i.e. single terminal application) plug the phone cable in

to the phone connector on the back of the terminal (connection B) and to your phone line socket on the wall.

PC-EFTPOS-CBA i5100 / i3070 Guide Page 8 15/12/2008

Installing an OTI –Saturn 6000 Contactless Reader:

1. The Saturn 6000 needs to be connected to Comm Port 1 (RS232-1) of the 5110 pinpad, as it requires

power from this port

2. The PC EFTPOS integrated cable will need to move into Comm Port 2 (RS232-2) and use the PSU

supplied with the 5110 pinpad for power

Refer to section 8.1 of this document regarding instructions on how to change the Comm. Port for

PCEFTPOS

3. Plug in the Saturn 6000 reader before you power up the terminal.

4. Reader lights should flash, reader beeps and then the default screen shows on reader of “Welcome

Commonwealth Bank”

Common Errors:

“Enter Logo” on reader screen

Check reader is connected to Green RS232 Comm Port 1. Power the terminal off and on

Confirm software version is 3.26

“Terminal Dialling” shows in the terminal screen after a PayPass card is read, and before the screen shows

“Processing”. Pre-Dial is not turned on. Call the CBA Help Desk and ask then to turn Pre-Dial ON. This error

will be for Dial Up comms lines only.



PC-EFTPOS-CBA i5100 / i3070 Guide Page 9 15/12/2008

3.2 i3070 EFTPOS PINpad

Supplied Equipment with terminal:

i3070 EFTPOS Pinpad terminal

Power pack and power cable

POS connector cable (USB data cable)

(Identified by label “CAB0226”)

POS connector cable (RS232 data cable)

(Identified by label “CAB0225”)

Installation Steps (RS232)

1. Plug the RJ connector of the RS232 data cable in to the back of the pinpad

2. Plug the power cable in to the power pack and then plug it into a power point

3. Connect the round power connector into the plug at the end of the RS232 data cable as shown

4. Plug the RS232 connector in to the PC Com Port that will be used for the PINpad

PC-EFTPOS-CBA i5100 / i3070 Guide Page 10 15/12/2008

Installation Steps (USB) (Not currently available at December 2008)

1. Plug the RJ connector of the USB data cable in to the back of the pinpad

2. Do not connect the PINpad to your PC until instructed to by the PC-EFTPOS installer.

This will be on the “Introduction” page of the Configuration Wizard

3. When instructed, connect the USB cable to the PC. This will bring up a “Found New Hardware Wizard”

(To view a guide on installing the USB driver, click on the appropriate link in the “Introduction” page of

the Configuration Wizard)

4. After installing the drivers, the PINpad should boot up. The PINpad is powered via USB.

5. Switch the PINpad to USB mode (refer to section 8.1).

6. Continue on and complete the rest of the Configuration Wizard

3.3 Dial-Up Modem

One P66 Modem is required for any store that requires dial-up

connectivity to the bank. The P66 modem utilizes a purpose built

EFTPOS modem to connect with the banking network.

The modem can be shared between any number of EFTPOS

terminals within a network.

There should only be one P66 modem within any single store.



Note: The internal modem of the 5110 pinpad can be used for sites with a

single 5110 pinpad and dial up line. This is a TMS setting that needs to be

changed by the CBA Helpdesk.

Equipment supplied with P66 Modem

P66 modem

Power supply and power cord

PC connector cable (DB9 to RJ45)

(Identified by label “CAB0118”)

Dial-up phone cable and connector

Installation Steps:

1. Plug the power supply into a power point and the P66 Modem DIN connector,

2. Connect the phone cable to the “Line” connector on the P66 and to the phone line wall socket,

3. Connect the POS cable to the PC COM port and to the “Pinpad” connector on the P66 modem.

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