EFTPOS Installation Guide - Citrix & Terminal Services

Installation

• PX EFTPOS Software Components
• System Pre-requisites
• Terminal Services Server Files
• Thin Client Files
• Logging on the Terminal

  Troubleshooting

• Installation Wizard
  
• Printer Installation
  
• Transactions
• GPRS Modem Configuration
  
  

  Downloads & References:

  Terminal Services Installer (Installs the Communication Server & ActiveX Control) Please email support on support@paymentexpress.com to request the installer PXEftInstaller_serverts.exe DpsEftX ActiveX Control Reference Product Specifications FAQs Merchant FAQs Developer FAQs

  
  

  EFTPOS Software Components

  The EFTPOS installer contains the following components of the PX EFTPOS system.

  Active X Control

  Reference: https://www.paymentexpress.com/technical_resources/integrated_eftpos/eftpos_activex.html
  The ActiveX object is used to integrate your Point Of Sale applications to work with the Payment Express PinPads. It resides on the Terminal Services server and is registered globally for all users. It handles all EFTPOS transaction processing and communicates with the PinPad Client processes.

  Pinpad Client process (PXPP.exe)

  The PIN Pad Controller Application resides and is run on the thin client when the machine connects. The PinPad will not finish initializing without this service. It also handles the Printer device, which is compulsory, so needs to be configured correctly for the PinPad to work. The application connects to the Communication Server (PxEftP.exe), which is installed as a service on the terminal services server. This connection facilitates sending the transaction information to Payment Express. Configuration settings are at https://www.paymentexpress.com/technical_resources/integrated_eftpos/eftpos_activex.html#PXPP

  EFTPOS Communication Server service (PxEftP.exe)

  The communication server listens for connections from PinPad Clients and then sends the transaction information it receives off to the banking Network. Various connection types can be set up and redundant connections can be pre-configured to fail over to secondary connections after an allotted period of time set in the configuration file. This application resides on your terminal services server, so that all the PinPad clients on each thin client talk to it. Configuration settings are at https://www.paymentexpress.com/technical_resources/integrated_eftpos/eftpos_activex.html#PXEftP

  System Prerequisites

  Supported Terminal Services platforms are currently:
  
  Windows 2000 Server
  Windows 2003 Server
  

  You will need administrator access to install the software and permanent write privileges for the think client users on the system (install volume) for temporary storage of transaction information.

  Printing Options

  - Receipt Printing via Merchant POS

  Configure your POS with your Printer if the software is capable of doing the receipt printing. If it isn't handling the receipt printing, you will need to set up Payment Express EFTPOS to handle the printing. Follow the alternative below.

  - Receipt Printing via Payment Express EFTPOS

  The printing settings are configured in the Pinpad Client Configuration file (pxpp_cfg.txt), which should be in your thin client installation directory.

  Default Printer
  
  You can use your default "Generic/ Text Only" printer driver by setting the property EnableDefaultPrinter to true. For example - <EnableDefaultPrinter>1</EnableDefaultPrinter>

  Printer Driver Name
  
  To use a non-default printer or a printer with a different driver, the PrinterName field needs to be set to your Windows Print Queue Name. For example -
  <PrinterName>Receipt</PrinterName> or
  <PrinterName>\\ABC58\PrinterName</PrinterName> for network printers.

  Adding a Generic Printer Driver Queue
  
  If you do not currently have a printer set up, you can either go to your Printers & Faxes control panel and click "Add a Printer", or you can use the Generic Printer Installer that we provide.

  You will need to specify the port to print to corresponding to the interface the Printer is connected to. You can test that you have the right port by printing a test page.

  

  Installing the Software

  Terminal Services Files

  {default hard drive location:}\Program Files\DPS\EFTPOS\
  
  /
  |---PXEftp.exe (Communication Server)
  |---PxEftp_cfg.txt (Communication server configuration file)
  |---DPSEftX.ocx (ActiveX Component)
  |---LOG
  |      |----*.log (Tracing & Log files)

  Please email support on support@paymentexpress.com to obtain the latest installer program, PXEftInstaller_serverts.exe

  

  Once you have clicked "Run", you will be prompted with the DPS EULA, which you will need to read right through to the end. Once you have done this, you will be able to accept the license agreement to continue with the installation.

  

  You will now be prompted to pick a save location, which is set to {default hard drive location:}\Program Files\DPS\EFTPOS as default. Click install to continue.

  

  You will now be prompted with a screen asking you to connect the Pinpad and make sure the power is turned on. Your Pinpad should now have Initialising showing on the screen. When this is done you can continue by clicking OK.

  
  
  

  You should now see a pop up telling you that the software has been installed successfully.

  

  The Payment Express EFTP (Communication Server) service should appear under services and Startup Type be set to automatic.

  Thin Client Files

  Now that you have the ActiveX and Communication server installed on your Terminal Services Server machine you will need to put the following files into each Thin Client's installation directory. Please contact DPS if you haven't received your Thin Client Installation package.

  Thin Client %HomePath%
  
  /
  |---PXPP.exe (Pinpad Client application)
  |---PXPP_cfg.txt (Pinpad Client configuration file)
  |---DPSEftxc.exe (DPS EFTPOS Client)
  |---PXjview.exe (Journal Viewer)
  |---*.emv (EMV application Data)
  |---*.dat (Application Data)
  |---LOG
  |      |----*.log (Journal & Log files)

  When Connecting Your Thin Client to the Terminal Services server
  
  - You will need to map through your COM port to be used for the Pinpad.
  - You will need to execute pxpp.exe upon connection.

  Logging on the terminal

  Start up the DPS EFTPOS client. You should have a green light with the status set to Ready. If this is a red light it should say the reason next to it. It will say Pinpad Offline if your Pinpad is disconnected or pxpp.exe isn't running. It could also say Link Offline if the Communication Server service isn't running or you have a network issue.

  

  The first time you use the thin client, you will need to load your merchant number. Please click the Setup button on the EFTPOS client and enter your Merchant, Terminal and HostId numbers.

  You will need to log on the terminal to the banking network to test if it has been setup correctly. You will need to open up your Maintenance Control Panel and click the Logon button. You may need to logon twice, if this is the first time using the Pinpad or you are using a new merchant number.

  If your configuration has been loaded successfully you will get a "Logon Accepted" message on your receipt. If you cannot logon, please contact DPS on 0800 PAYMENT for further help.

  Troubleshooting

  Installation Wizard

  In the event that you receive the following screen, you should contact Direct Payment Solutions, as there may be some configuration adjustments to be made.

  

  If you see the following screen, you should make sure that the Pinpad is connected to a COM port or USB port if you have an adaptor then let the installer search again for the device.

  

  Printer Installation

  When you connect your Printer, make sure you can print a test page from the "Printers & Faxes" control panel and that the receipt is readable. If it doesn't print a test page make sure you have the right COM, Parallel or TCP/IP port specified and try again.

  If you are using a COM port and the test page isn't readable then you should check your port settings. Every printer has a speed rate that you need to set in bits per second, as shown below. You will also need Flow control to be set to Hardware.

  
  

  Transactions

  If you receive the following error, "Transaction Cancelled - Initialising Terminal", you haven't yet set any merchant numbers. Click Setup on the EFTPOS client and put in your Merchant, Terminal and HostId numbers then try a logon.
  
  

  GPRS Modem Configuration

  Connect the GPRS modem to either a COM port or USB slot. You will need to know what Port this attached to. For USB, this can be found by looking at device manager in Control Panel > System > Hardware [Tab].

  By default the Port is set to 1. If you would like to alter the configuration, you will need to open PxEftp_cfg.txt (Communication Server configuration file) and search for the <PortNum>1</PortNum> line in the Interface, which had a Type set to GPRS. You will need to insert your Com Port number here and restart the Communication Server service.