PC-EFTPOS IP Communications Gateway Installation Guide. EFT Client & EFT Server

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PC-EFTPOS IP Communications

Gateway

Installation Guide

EFT Client & EFT Server

Release 1.08

March 2011

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Revision Record

Version Date Author Document

Preparation

Revisions

1.00 July 08 Richard Bolt Richard Bolt Document Creation 1.01 July 08 Richard Bolt Richard Bolt Minor updates

1.02 July 08 Richard Bolt Richard Bolt Minor updates to SSL IP 1.03 July 08 Richard Bolt Richard Bolt Changed to IP Communications

Gateway

1.04 Aug 08 Richard Bolt Richard Bolt Changes to IP address 1.05 May 09 Richard Bolt Richard Bolt Updates for software ver 4.4.1 1.06 June 09 Richard Bolt Richard Bolt Included Suncorp details 1.07 Aug 09 Richard Bolt Richard Bolt Included Trouble Shooting 1.08 Mar 11 Richard Bolt Richard Bolt Updated for software ver 4.6.2

Copyright ©PC-EFTPOS Pty Ltd, 2011. This document contains

information 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

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1. Introduction ... 1

1.1 Before you start ... 1

1.2 Bank Terminology ... 1

2. Installing the software for PC-EFTPOS IP Communications Gateway ... 2

When installing the software to set up for the PC-EFTPOS IP Communications Gateway, the 3 most common choices are as follows: ... 2

2.1 Single POS terminal with pinpad ... 3

2.1.1 PC-EFTPOS Configuration Wizard ... 6

2.2 Multiple POS terminals with separate server (no pinpad on the server machine) ... 12

2.2.2 Determining the IP address of your server ... 20

2.3 Multiple POS terminals (with no separate server) ... 21

2.3.2 Determining the IP address of your server ... 31

2.4 Configuring Multiple POS Terminals ... 32

3. Trouble shooting ... 41

3.1 General trouble shooting steps ... 41

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1. Introduction

This document outlines how to install both the PC-EFTPOS EFT Client and Server software when using the PC-EFTPOS IP Communications Gateway

*Note

 PC-EFTPOS EFT Software must first be installed on the server which will connect directly with the bank. The server must have an internet connection and not connect via a proxy

 Optionally, on the server which is connecting with the bank, install “EMS Lite”

 Record the IP address of the server. Enter this when including additional POS connections. See (2.3.2)

1.1 Before you start

Before you begin the installation of both the PC-EFTPOS software and your EFTPOS terminal(s), you should ensure you have the following;

 An EFTPOS terminal which contains the correct bank software,

 The latest PC-EFTPOS IP Communications Gateway installation software, (the software can be downloaded from our website –

http://www.pceftpos.com.au/files/releasecd/CurrentReleaseCD/Software/Installer/PC-EFTPOS%20Setup.exe

 Terminal and Merchant ID‟s (per lane) supplied by the bank,

 Internet connection (the gateway server shouldn‟t be connecting to the internet via a proxy)

1.2 Bank Terminology

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

 Merchant ID : This number uniquely identifies each merchant

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

Bank Merchant ID

Terminal ID Help Desk

Number ANZ



_{11 digit number. This is}

entered into the merchant ID field on the setup page.

1800 039 025 NAB



1300 369 852 St George



1300 650 977 Suncorp



1300 305 130 Westpac



1800 029 749 CBA



1800 230 177 Bendigo



1800 334 702 Travelex/ Pulse



1800 767 338 Option 4

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2. Installing the software for PC-EFTPOS

IP Communications Gateway

When installing the software to set up for the PC-EFTPOS IP Communications Gateway, the 3 most common choices are as follows:

1) A single POS terminal with a pinpad connecting to the Gateway (refer to Chapter 2.1)

2) Multiple POS terminals with pinpads, and a separate server machine with no pinpad that connects to the Gateway (Refer to Chapter 2.2 for installing the server software and

Chapter 2.4 for installing the software on the other terminals)

3) Multiple POS terminals with pinpads, with no separate server machine. In this case you will need to use one of the POS terminals as the server connecting to the Gateway. (Refer to

Chapter 2.3 for installing server software on one of the terminals and Chapter 2.4 for installing the software on the other terminals)

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2.1 Single POS terminal with pinpad

Download and run the PC-EFTPOS IP Communications Gateway software from

To install the software

Click “Next”

The default directory is recommended

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For a single POS lane, always select “PC-EFTPOS Client And Server” option

The default folder is recommended

Click “Next”

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This can take up to several minutes to install.

Click “Next”

Click “Install” to begin the software

installation and to start the “Configuration Wizard”

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2.1.1 PC-EFTPOS Configuration Wizard

Click “Next”

Give this a try to confirm your connections

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Select your

required bank and Click “Next (F3)” Click “Next (F3)” if ok. If not, check com ports and click “Detect” again

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Choose the settings that you require here (Com port and terminal). Then click “Next”

If you are using i3070 terminal, select the “No” option

If you are using i5100 or Sagem terminal, select the “Yes” option ...

... then select the option to use the “Internal modem as the fallback link to the bank”. This configuration is optional, but recommended in case your internet connection fails. You will need a phone line plugged in to the i5100 (This option should be enabled for the Sagem which uses internal GPRS modem)

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For the PC-EFTPOS IP Gateway, make sure you select the “PC-EFTPOS Gateway” option

Click “Next” Click “Next” If you have installed the EMS Server software, enter the IP address here, otherwise leave blank

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Click “Next”

Click “Next (F3)” Enter in the User Id and

Password provided to you by PC-EFTPOS for access to the secure IP Gateway

Set the priority to High. If later in the config wizard you use a P66/67/68 modem as an optional fallback, you would configure the priority of the modem as “0 - Low”

Optional: If you will be using a P66/67/68 modem as a fallback option to the PC-EFTPOS IP Gateway, you should click “Yes” here to configure for it. See the “PC-EFTPOS Installation Guide” for more details on this.

This will be the IP address for the secure Financial Gateway. gw0.pceftpos.com

You should open up your firewall for this IP address as well as gw1.pceftpos.com

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Optional Step: If you want to use TMS then select “PC-EFTPOS SLL”, otherwise press “Skip (F2)”

Click “Complete (F3)” Click “Next (F3)” Optional: If you want to configure

TMS, make sure you select the “PC-EFPOS SLL” option.

Otherwise press “Skip (F2)”. This option is not shown for all banks, and should be “Skipped” if you using St George i3070 or i5100.

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2.2 Multiple POS terminals with separate server (no pinpad

on the server machine)

Install the software on your Server machine

Click “Next”

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When installing on a separate server machine (with no pinpad), you need to select the “EFT Server Only” option

Click “Next”

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This can take several minutes to install.

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2.2.1 PC-EFTPOS Configuration Wizard

Click “Next”

Give this a try to confirm your connections. You will only need to do this if you are using a P66/67/68 modem as your fallback option on the server. Otherwise you can press “Skip (F2)”.

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Select your

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Click “Next”

Click “Next” Enter in the User Id and

This will be the IP address for the secure IP Gateway. gw0.pceftpos.com

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Optional Step: If you want to use TMS then select “PC-EFTPOS SLL”, otherwise press “Skip (F2)” Click “Next (F3)”

Click “Next (F3)” Optional: If you want to configure

TMS, make sure you select the “PC-EFPOS SLL” option.

Otherwise press “Skip (F2)”. This option is not shown for all banks, and should be “Skipped” if you using St George i3070 or i5100. Optional: If you will be using a P66/67/68

modem as a fallback option to the PC-EFTPOS IP Gateway, you should click “Yes” here to configure for it. See the “PC-EFTPOS Installation Guide” for more details on this.

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2.2.2 Determining the IP address of your server

You have now configured your server for connection to the PC-EFTPOS IP Communications Gateway.

For details on configuring your other terminals, please refer to Chapter 2.4 “Configuring Multiple

POS Terminals”.

You will need the IP address of this server machine when you are configuring the software for the other terminals

You can get this information by performing the following steps 1) Double click on the EFT-Server icon (green „$‟ sign)

2) You may see a button that says “Open Control Panel”, if so, click the button 3) Click on the “Server” tab.

4) This will list the IP address of the server. Note this information down for configuring your other terminals

“EFT Server” icon

“Server” tab

Note the IP address for this sever machine, as you will need it for configuring your other terminals

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2.3 Multiple POS terminals (with no separate server)

If you have no separate sever machine, you will need to select one of the terminals to act as the server and to install the EFT Server software on it. If you have a P66/67/68 modem attached to one of the terminals, to use as a fallback option, you should make this your selected server machine.

To install the software on the selected Server machine

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Click “Next”

Since this machine will be installing the server software and also have a pinpad attached, make sure you select the “PC-EFTPOS Client and Server” option

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Click “Next” Click “Next”

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This could take several minutes to install.

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2.3.1 PC-EFTPOS Configuration Wizard

Click “Next”

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Select your

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Click “Next” If you have installed the EMS Server software, enter the IP address here, otherwise leave blank

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This will be the IP address for the secure IP Gateway. gw0.pceftpos.com

The port will always be “443” Click “Next”

Click “Next” Enter in the User Id and

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Optional Step: If you want to use TMS then select “PC-EFTPOS SLL”, otherwise press “Skip (F2)” Click “Next (F3)”

Click “Next (F3)” Optional: If you will be using a P66/67/68

modem as a fallback option to the PC-EFTPOS IP Gateway, you should click “Yes” here to configure for it. See the “PC-EFTPOS Installation Guide” for more details on this.

Optional: If you want to configure TMS, make sure you select the “PC-EFPOS SLL” option.

Otherwise press “Skip (F2)”. This option is not shown for all banks, and should be “Skipped” if you using St George i3070 or i5100.

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2.3.2 Determining the IP address of your server

You have now configured your server for connection to the PC-EFTPOS IP Communications Gateway.

For details on configuring your other terminals, please refer to Chapter 2.4 “Configuring Multiple

POS Terminals”.

You will need the IP address of this server machine when you are configuring the software for the other terminals

You can get this information by performing the following steps 1) Double click on the EFT-Server icon (green „$‟ sign)

2) You may see a button that says “Open Control Panel”, if so, click the button 3) Click on the “Server” tab.

4) This will list the IP address of the server. Note this information down for configuring your other terminals

“EFT Server” icon

“Server” tab

Note the IP address for this sever machine, as you will need it for configuring your other terminals

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2.4 Configuring Multiple POS Terminals

You must make sure you have installed the software on a server machine first.

Please refer to Chapter 2.2 or Chapter 2.3 (depending on your configuration) on how to do this. Once the server machine software has been installed, complete the following steps on each of the other POS terminals with connected pinpads.

To install the software

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Click “Next”

Since this machine will have a pinpad attached, make sure you select the “PC-EFTPOS Client and Server” option

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Click “Next” Click “Next”

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This can take several minutes to install.

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2.4.1 PC-EFTPOS Configuration Wizard

Click “Next”

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Select your

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Click “Next” If you have installed the EMS Server software, enter the IP address here, otherwise leave blank

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Since you should have already installed

this software on your server machine make sure you select the “Another PC on the network” option

This will be the IP address where you installed the server software. Refer to Chapter 2.3.2

for determining the IP address. The port will be “2005” by default

Click “Next”

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Click “Next (F3)”

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3. Trouble shooting

3.1 General trouble shooting steps

Check that the status of the „PC-EFTPOS SLL‟ connection in the Lines tab of the EFT Server has a status of CONNECTED

 If it is not CONNECTED, check the properties to make sure that the IP address is set to gw0.pceftpos.com (or gw1.pceftpos.com) and port is 443 and that the PC‟s firewall allows access to the IP address and port

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 If the status is CONNECTED, check that the user name and password provided by PC-EFTPOS have been entered correctly in the Server tab

If the status is CONNECTED, check that the Default Link in the Links tab is assigned to the PC-EFTPOS SLL interface. If not, you can add it by selecting the line and adding it through the Properties window

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 If the status is CONNECTED, make sure that the server PC is not accessing the internet via a proxy

Open a web browser and enter the following address

https://gw0.pceftpos.com/

You should get a screen as follows

Click on “Continue to this website (not recommended)”.

You should get a screen with “garbage” messages similar to the following, if you do not then you are probably connecting to the internet via a proxy server

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3.2 Fallback Not Working?

In some cases you may find that your fallback connection does not get activated when the gateway connection is down.

The following steps should resolve this issue for you

**Warning** - These are manual steps that force your fallback connection to be used. Use with

extreme caution. Once the gateway connection is operational, you will need to reverse the steps

1) Start the EFT Server (green $ icon) on the PC that has the gateway connection 2) Click on “Open Control Panel” link (this option is not visible on all Operating Systems) 3) Click on the “Links” tab

4) Select the “Default Link” line

5) Click on the “Properties” button 6) Select the “TCPIP_SSL” connection 7) Click on the “Remove” button

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Once the gateway connection is operational, you will need to reverse these steps

1) Start the EFT Server (green $ icon) on the PC that has the gateway connection 2) Click on “Open Control Panel” link (this option is not visible on all Operating Systems) 3) Click on the “Links” tab

4) Select the “Default Link” line

5) Click on the “Properties” button 6) Click on the “Insert” button

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7) Select the “TCPIP_SSL” interface

8) Keep pressing “OK” until you‟re back at the “Links” tab 9) Close the EFT Server and restart the EFT Server service.

PC-EFTPOS IP Communications Gateway Installation Guide. EFT Client & EFT Server