The Emaginepos Guide to Pax / Emv / Broadpos
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THE EMAGINEPOS GUIDE TO PAX / EMV / BROADPOS Author Davis Ford <[email protected]> Last Updated 9/22/2016 THE EMAGINEPOS GUIDE TO PAX / EMV / BROADPOS What Is BroadPOS? Some things you can do with BroadPOS What Processors Are Currently Supported? How To Login To BroadPOS Support Checklist Step -1: Things Specific To Processors Tokenization (attach credit card): Batch Out Step 0: Get One Or More VAR Sheets for the Merchant Step 1: Create a New Merchant (if necessary) Step 2: Add the Serial Numbers of the New Terminal(s) Step 3: Create A New Template TSYS Parameters TSYS Tab => Merchant Parameters TSYS Tab => Host Feature First Data Omaha Parameters First Data Omaha Tab => Host Features, Host URLs First Data Rapid Connect Parameters FirstData RapidConnect Tab => Host Features FirstData RapidConnect Tab => Host URLs Heartland Portico Parameters Hsptc Tab => Host Features Hsptc Tab => Merchant Parameters Hsptc Tab => Host URLs Hsptc Tab => Dial Parameters Misc Tab => Communication Tab => General Communication Tab => LAN Communication Tab => Communication between ECR/POS and PAX terminal Communication => POS System Feature (Ethernet Only) Step 4: Deploy The Template Step 5: Install the Browser Extension for Emagine Payments Step 6: Setup Payment Terminals in the Backoffice Step 7: Create New Payment Type for EMV (if necessary) Step 8: Test The Terminal Frequently Asked Questions / Troubleshooting PAX Frequently Asked Questions List CONNECT ERROR when I try to execute a transaction SWIPE ONLY error when I try to Void or Adjust NOTES on First Data Omaha How can I do a manual credit card transaction? Can I Still do a Pre-Authorization? Can I Attach A Credit Card To An Order? TSYS Tokenization Support Heartland Tokenization Support First Data Tokenization Support If I Take A Payment On Station #1 with PAX Terminal #abc, Can I Void / Adjust on Station #2 that has PAX Terminal #xyz How Can I Batch Out? How Can I Check The Batch Status of These Terminals? The Merchant Has An Outbound Firewall - What Rules Do We Need To Whitelist? What about Daylight Savings Time changes? BroadPOS Error: The configuration of source template is not available BroadPOS Error: The source application has not been assigned to the reseller Debugging The Chrome Extension Updating the Extension / Update Settings Useful Contacts / Links PAX Support Heartland Support TSYS Support First Data Omaha Support First Data Rapid Connect Support DataWire Support Our Internal PAX Rollout Database Interlink Credit Card Processing Card Connect What Is BroadPOS? BroadPOS is PAX’s web-based configurator that can be used to manage terminals. One common misconception is that it participates in some way with an actual transaction. This is not true. Once a terminal has been setup and configured, it talks directly to the host processor to execute a transaction. PAX / BroadPOS has no knowledge at all of the actual transactions that are carried out. Some things you can do with BroadPOS ● Deploy/setup a New Terminal ● Update the App on a Terminal ● Update the Parameters on a Terminal ● Reprovision a terminal for a different site / location / app / processor The PAX terminals have both an App and a set of Parameters that configure it. The App is specific to both the model type and the processor type. For example, there’s a specific App for the S300 using Heartland and a different App for the S300 and the TSYS. You need to email PAX @ [email protected] if you need an App but it is not showing up in the dropdown list. They can add it for you, or it may not be available. For example at the time of writing, they do not have an EMV App for the PX5 or PX7 with TSYS or FirstData What Processors Are Currently Supported? At the time of writing they support one of: ● TSYS ● First Data (Omaha) ● First Data Rapid Connect (Nashville) ● Heartland Other processors may be added in the future (e.g. EPX), and note that not all devices have apps for all processors. How To Login To BroadPOS Login to BroadPOS at https://secure.broadpos.com - you should have your own account. If you don’t ask, and one can be created for you. Once you login, you’ll have this sidebar: It is fairly self-explanatory. ● My Merchants is used to manage our merchants. ● My Terminals manages terminals (obviously). ● My Templates are used to roll out similar / same app + parameters to more than one terminal without having to re-type everything. ● User Management allows you to add more users to BroadPOS. Support Checklist Here’s a checklist of what to do when you get a new PAX terminal and it needs to be setup. Step -1: Things Specific To Processors Tokenization (attach credit card): ● Does not work with First Data Omaha ● Works with TSYS ● Works with Heartland ● Supposedly works with First Data Rapid Connect (but unverified) You must explicitly request tokenization to be turned on at the processor to enable it. Query your VAR sheet provider. If they want “attach credit card”, YOU NEED TO ASK THE PROCESSOR TO TURN IT ON. Batch Out Heartland only: if you’re setting up Auto End Of Day with Heartland and configuring an auto batch time on the PAX terminal YOU MUST CONTACT HEARTLAND AND TELL THEM TO BATCH AT THE SAME TIME. If you don’t, transactions will continue to flow in, but never settle. PAX Devices Before you sell a solution with specific PAX devices, make sure PAX has an app for that specific processor. For example, the PX5, PX7 currently only work with Heartland. Do your homework -- ask me first. I can find out the latest, or email [email protected] to ask them directly. Step 0: Get One Or More VAR Sheets for the Merchant Depending on who you’re talking to and what processor is to be used, they may send a VAR sheet per terminal, or they may just send one sheet with a list of different terminal IDs. But you won’t be able to setup the terminals, create the template and deploy until you have these params. See the Useful Contacts / Link section for who to contact if you don’t have a VAR sheet. I do have sheets for testing Heartland’s development servers -- if you just want to set up a terminal to test the hardware. I also have a test batch of cards. Step 1: Create a New Merchant (if necessary) Determine if we need to create a new merchant or not (take a look and see if the merchant already exists). NOTE: the Emagine POS Dev merchant I created to test and do development under. Please don’t delete it. IMPORTANT: For some silly, God-awful reason, PAX has decided to make the merchant name a global value in their system. This means if there’s already a merchant in there named “Joe’s Pizza”, even if was added by someone else and we can’t see it, and you try to add the same name, it will complain that the name is already taken. ¯\_(ツ)_/¯ To work around this silliness, I am adding the Merchant name and then tacking on the word EMAGINE. See, for example how we have Legends EMAGINE as the Merchant name for Legends (Alliance Hospitality is their official business name.) The information above is mainly for our records -- it will not affect processing, but it is best to keep this information current so we can filter by it when we search for templates or terminals. If we have 500 merchants in here, the names should match or be close to the same names as the organization we have in the POS for our sanity. You can ignore the BUSINESS INFORMATION and other drop down sections here. Step 2: Add the Serial Numbers of the New Terminal(s) Serial numbers can be found on the sticker on the back of the device, and also on the outside of the packaging box. You must add them to allow them to be managed. Select My Terminals and choose Add Terminal (SN) in the top right corner: Fill out the form on the next page. The important thing is the serial number. Assign it to the correct merchant that you just created. The Location field is optional and just informational. The Manufacturer Name and Model Name should auto-populate after you enter the serial number. Now the terminal has been added but it isn’t provisioned. The next screen shows this: We can skip this for now and do it later. We’ll have to build a template first. In order to build a template, you need the VAR sheet. Step 3: Create A New Template Templates are useful to save you the hassle of having to re-fill out some fairly painful web forms over and over. This is error prone stuff; it is super easy to make a mistake copying abstract numbers into all these crazy fields, especially if the location is going to deploy more than one physical terminal -- typically all you need to do is change the V Number (more on that later) from the param sheet and update the Terminal ID -- the rest of the parameters stay the same. So, you create the template once, and then when you go to actually deploy it to a specific serial #, you have a chance to make any last minute changes to the parameters and you change a couple fields and push it out. I haven’t yet settled on a good naming standard for templates. If you have a good idea for it let me know. When you create one, they show you the merchant and device as separate fields, so maybe it isn’t necessary to put this information into the template (see below for example).