EFTPOS Installation Guide for Windows

• PX EFTPOS Software Components
• System Pre-requisites
• Firewall Settings
• Connecting the Hardware
• Printing Options
• Installing the EFTPOS Software

  Troubleshooting

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

  Downloads & References:

  PX EFTPOS Installer Program (Installs Pinpad Controller, Communication Server & ActiveX Control) DpsEftX ActiveX Control Reference Product Specifications FAQs Merchant FAQs Developer FAQs

  
  

  PX EFTPOS Software Components

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

  Active X Control

  Reference: http://www.paymentexpress.com/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 same PC as the POS. It handles all EFTPOS transaction processing and communicates with the PinPad Client application.

  Pinpad Client service (PXPP.exe)

  The PIN Pad Controller Application resides on the same PC as the POS. 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 can either be installed locally or on a remote machine. This connection facilitates sending the transaction information to Payment Express. Configuration settings are at http://www.paymentexpress.com/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. If your internet connection is down you can even talk over you WAN to another machine which has the Communication Server software installed whose internet is working. PxEftP.exe usually resides on each PC and connects directly to Payment Express if they have internet access. However, PxEftP.exe can sit on one of the main servers at your company, so that all the PinPad clients on each workstation can talk to it. Configuration settings are at http://www.paymentexpress.com/integrated_eftpos/eftpos_activex.html#PXPP

  System Pre-requisites

  As the software is installs as a service, it will only run on NT platforms. Supported platforms are currently:
  
  Windows XP
  Windows 2000
  Windows 2003
  Windows Vista
  

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

  Firewall Settings

  You will need to have your firewall open to eft1.paymentexpress.com, eft2.paymentexpress.com and eft5.paymentexpress.com on port 61 for the primary IP connections and eft3.paymentexpress.com port 61 for any GPRS connections.

  
  
  

  Connecting the Hardware

  Connect the Pinpad to the computer via COM port or USB and plug in the power source. You need to have printers set up before EFTPOS can be used. The GPRS modem will also need to be connected if you have that hardware option.

  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 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

  Please click to obtain the latest Verifone SC5000 or Ingenico 3070 installer program, which you can save or run from the website.

  

  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.

  Execute the installer program, which is a Windows executable that installs the PinPad client service, EFTPOS Communications server service, the ActiveX Control and the USB Driver.
  
  
  

  You should now see a pop up telling you that the software has been installed successfully. Now that these applications (services) and USB drivers have been installed and started your Pinpad should then go from an “Initialising” message to an “EFTPOS” message.

  

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

  Files Installed
  {default hard drive location:}\Program Files\DPS\EFTPOS\
  
  /
  |---PXEftp.exe (Communication Server)
  |---PxEftp_cfg.txt (Communication Server configuration file)
  |---PXPP.exe (Pinpad Client application)
  |---PXPP_cfg.txt (Pinpad Client configuration file)
  |---DPSEftxc.exe (DPS EFTPOS Standalone Client)
  |---PXjview.exe (Journal Viewer)
  |---*.Emv (EMV application Data)
  |---*.Dat (Application Data)
  |---DPSEftX.ocx (ActiveX Component)
  |---LOG
  |      |----*.log (Tracing & Log files)

  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 firewall issue.

  

  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.

  

  If installation runs fine, but will not connect, make sure your firewall is open for the port you are connecting out. You can check if you are being blocked by running a telnet. If you still cannot connect, please contact DPS.

  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.