Using Ingenico Tetra External Devices

UTG ®

Shift4 Payments 1491 Center Crossing Road Las Vegas, NV 89144 888.857.9751 www.shift4.com  [email protected] Document Title: The Universal Transaction Gateway Using Ingenico Tetra External Devices Publication Date: February 11, 2021

*Universal Transaction Gateway® (UTG)®, Lighthouse Transaction Manager, 4Go®, i4Go®, and 4Word® are covered by one or more of the following U.S. Pat. Nos.: 7770789; 7841523; 7891563; 8328095; 8688589; 8690056; 9082120; 9256874; 9495680.

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This document contains information that is proprietary to Shift4 Payments. It carries the Shift4 classification “External Use NDA.” It is provided for the sole purpose of specifying instructions for Shift4 Payments products. The recipient agrees to maintain this information in confidence and not reproduce or otherwise disclose this information. Please refer to the signed Bilateral Non-Disclosure and Confidentiality Agreement for additional agreements and expectations.

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If any Shift4 product is acquired under the terms of a Department of Defense contract: use, duplication, or disclosure by the US Government is subject to restrictions as set forth in subparagraph (c)(1)(ii) of 252.227.7013. Civilian agency contract: use, reproduction, or disclosure is subject to 52.227-19 (a) through (d) and restrictions set forth in the accompanying end user agreement. Unpublished rights reserved under the copyright laws of the United States.

Using Ingenico Tetra External Devices with UTG This document coincides with UTG release 3044 and is intended for vendors and developers using external devices that support EMV with their POS/PMS systems. Device settings and configurations are discussed in this document. To use EMV devices with Shift4, a Universal Transaction Gateway® (UTG®) is required. It may be necessary to adjust external devices, such as PIN pads, when configuring the UTG or the UTG Stub. For a complete list of supported EMV devices and features, go to www.shift4.com > Solutions > Software & Hardware Partners > Hardware Integrations.

Configuring Ingenico TETRA Devices If you are using Ingenico TETRA devices, this section will discuss the following: • Setting up your device to work with Shift4 and UTG • Configuration options and settings in UTG • Collecting information for Lighthouse Transaction Manager (LTM) configuration • Downloading and modifying Shift4 template forms

Ingenico Lane/3000 PIN Pad Device Overview The Ingenico Lane/3000 offers keypad and multiple card reader functionalities. The Lane/3000 supports EMV chip & PIN, EMV chip and magstripe transactions, as well as contactless NFC, mobile wallet and alternative payment methods. It also supports QR code transactions, P2PE, line item display and BIN management. This device can be connected to UTG via serial, USB, Ethernet or via UTG Stub.

Latest Unified Payment Platform (UPP) Versions for Lane/3000

P2PE Ingenico Firmware Supported? Description of Issue Supported?

UPP version 5.8.5 No Yes Does not honor the Reboot Time set in UTG TuneUp.

Can cause duplicate charges due to not clearing previous EMV transaction information. Can cause device to stick at a gray or black screen after the 24 hour auto reboot.

P2PE Ingenico Firmware Supported? Description of Issue Supported?

UPP version 5.8.9 No Yes Does not honor the Reboot Time set in UTG TuneUp. Can cause duplicate charges due to not clearing previous EMV transaction information. Can cause device to stick at a gray or black screen after the 24 hour auto reboot.

UPP version No Yes Can cause device to stick at a gray or black 6.80.00 screen after the 24 hour auto reboot.

UPP version Yes Yes Fixes gray screen issues when commands are sent too quickly after connecting device. 6.80.05

UPP version Yes Yes Fixes intermittent Lane Closed display issue. 6.80.09

Shift4 Template Forms Links for Lane/3000 To download and extract the Shift4 template forms, use the links in the table below.

For this device... Download the template forms here...

Ingenico Lane/3000 https://myportal.shift4.com/downloads/lane3000.zip

Note: For information and instructions on downloading and working with forms, see the Ingenico Form Flexibility section.

During installation and configuration, the keypad special keys function as follows: • F3/Arrow Up: scroll up • F2/Arrow Down: scroll down • Enter: select highlighted item • Cancel or Clear: previous screen

• Any button enables backlight

Lane/3000

Ingenico Lane/5000/7000 PIN Pad Devices Overview The Ingenico Lane/5000/7000 devices offer keypad and multiple card reader functionalities. The Lane/5000/7000 UPP devices support EMV chip & PIN, EMV chip and magstripe transactions, as well as contactless NFC, mobile wallet and alternative payment methods. These devices also support QR code transactions, P2PE, line item display and BIN management. This device can be connected to UTG via serial, USB, Ethernet or via UTG Stub.

Latest UPP Versions for Lane/5000/7000

P2PE Ingenico Firmware Supported? Description of Issue Supported?

UPP version 5.8.5 No Yes Does not honor the Reboot Time set in UTG TuneUp.

Can cause duplicate charges due to not clearing previous EMV transaction information. Can cause device to stick at a gray or black screen after the 24 hour auto reboot.

P2PE Ingenico Firmware Supported? Description of Issue Supported?

UPP version No Yes Can cause device to stick at a gray or black 6.80.00 screen after the 24 hour auto reboot.

UPP version Yes Yes Fixes gray screen issues when commands are sent too quickly after connecting device. 6.80.05

UPP version Yes Yes Fixes intermittent Lane Closed display issue. 6.80.09

Shift4 Template Forms Links for Lane/5000/7000 To download and extract the Shift4 template forms, use the links in the table below.

For this device... Download the template forms here...

Ingenico Lane/5000 https://myportal.shift4.com/downloads/lane5000.zip

Ingenico Lane/7000 https://myportal.shift4.com/downloads/lane7000.zip

Note: For information and instructions on downloading and working with forms, see the Ingenico Form Flexibility section.

During installation and configuration, the keypad special keys function as follows: • Use the touchscreen to navigate. • Enter: select highlighted item

• Cancel or Clear: previous screen • Any button enables backlight

Lane/5000 Lane/7000

Ingenico Link/2500 PIN Pad Device Overview The Ingenico Link/2500 offers keypad and multiple card reader functionalities. The Link/2500 supports EMV chip & PIN, EMV chip and magstripe transactions, as well as contactless NFC, and mobile wallet. It also supports QR code transactions, P2PE, line item display and BIN management. This device can be connected to UTG via Wi-Fi, Bluetooth, or USB.

Latest UPP Versions for Link/2500

P2PE Ingenico Firmware Supported? Description of Issue Supported?

UPP version 5.8.5 No Yes Does not honor the Reboot Time set in UTG TuneUp.

Can cause duplicate charges due to not clearing previous EMV transaction information. Can cause device to stick at a gray or black screen after the 24 hour auto reboot.

P2PE Ingenico Firmware Supported? Description of Issue Supported?

UPP version No Yes Can cause device to stick at a gray or black 6.80.00 screen after the 24 hour auto reboot.

UPP version Yes Yes Fixes gray screen issues when commands are sent too quickly after connecting device. 6.80.05

UPP version Yes Yes Fixes intermittent Lane Closed display issue. 6.80.09

Shift4 Template Forms Links for Link/2500 To download and extract the Shift4 template forms, use the links in the table below.

For this device... Download the template forms here...

Ingenico Link/2500 https://myportal.shift4.com/downloads/link2500.zip

Note: For information and instructions on downloading and working with forms, see the Ingenico Form Flexibility section.

• Any button enables backlight

Link/2500

Ingenico Move/5000 PIN Pad Device Overview The Ingenico Move/5000 offers keypad and multiple card reader functionalities. The Move/5000 supports EMV chip & PIN, EMV chip and magstripe transactions, as well as contactless NFC. It also supports QR code transactions, P2PE, line item display and BIN management. This device can be connected to UTG using any of the following methods: • USB • Wi-Fi • Bluetooth • The Ingenico Bluetooth Smart Base (Bluetooth is used to connect to the base station, and a serial or USB cable is used from the Smart Base to the PC on which the UTG is installed). Note: If the base is connected by Ethernet and then to Bluetooth, it will not work. Either serial (USB/RS232) must be used.

Latest UPP Versions for Move/5000

P2PE Ingenico Firmware Supported? Description of Issue Supported?

UPP version 5.8.5 No Yes Does not honor the Reboot Time set in UTG TuneUp.

Can cause duplicate charges due to not clearing previous EMV transaction information. Can cause device to stick at a gray or black screen after the 24 hour auto reboot.

UPP version No Yes Can cause device to stick at a gray or black 6.80.00 screen after the 24 hour auto reboot.

UPP version Yes Yes Fixes gray screen issues when commands are sent too quickly after connecting device. 6.80.05

UPP version Yes Yes Fixes intermittent Lane Closed display issue. 6.80.09

Shift4 Template Forms Links for Move/5000 To download and extract the Shift4 template forms, use the links in the table below.

For this device... Download the template forms here...

Ingenico Move/5000 https://myportal.shift4.com/downloads/move5000.zip

Note: For information and instructions on downloading and working with forms, see the Ingenico Form Flexibility section.

During installation and configuration, the keypad special keys function as follows: • Use the up and down arrows to navigate. • Enter: select highlighted item • Cancel or Clear: previous screen • Any button enables backlight

Move/5000

Ingenico Tetra Devices UPP Versions Supported and Known Issues

P2PE Ingenico Firmware Supported? Description of Issue Supported?

UPP version 5.8.5 No Yes Does not honor the Reboot Time set in UTG TuneUp.

Can cause duplicate charges due to not clearing previous EMV transaction information. Can cause device to stick at a gray or black screen after the 24 hour auto reboot.

P2PE Ingenico Firmware Supported? Description of Issue Supported?

UPP version No Yes Can cause device to stick at a gray or black 6.80.00 screen after the 24 hour auto reboot.

UPP version Yes Yes Fixes gray screen issues when commands are sent too quickly after connecting device. 6.80.05

UPP version Yes Yes Fixes intermittent Lane Closed display issue. 6.80.09

To find the UPP version on the Tetra device, complete the following steps: 1. Reboot the device.

2. The UPP version is displayed on boot up.

Note: The UPP devices are set to automatically idle on startup, even when UTG is not running. This causes the Unified Payment Platform (UPP) screen to show briefly before idling, displaying the version (For example, Version 5.8.x.x).

Ingenico Tetra Device Serial Number and Settings

Locating the Ingenico Tetra Device Serial Number for Lighthouse Transaction Manager

Note: If you have unique API Terminal IDs, configuring the device serial in Lighthouse Transaction Manager is optional

The serial number on an Ingenico Tetra device can be located externally and internally. This serial number will be needed by the Administrator to configure the EMV device correctly in Lighthouse Transaction Manager, unless you

have unique API Terminal IDs. To find the serial number, use one of the methods listed below. When you have located the number, record it for later use.

Locating the Serial On the Back of the Device On the back of the device, the serial number you will need to enter in Lighthouse Transaction Manager will be the last eight digits of the serial number displayed. See the example below.

Locating the Serial in the Trace Folder • When the device completes a start-up and goes to the idle screens, it will generate a deviceinfo.txt file in the trace folder. The file will contain a number, followed by an underscore, followed by the device. The eight digits before the underscore will be the serial number for the device.

Verifying Encryption Keys on Ingenico Tetra Devices There are two methods for verifying the Encryption Keys on Ingenico RBA devices. If you already installed and configured UTG and are currently using UTG version 2285 or above, upon starting the UTG, a .txt file is created in your trace folder that contains the encryption key information.

To verify a P2PE key is injected using the text file created by UTG, complete the following steps: 1. Locate the .txt file in the Trace folder and open the .txt file. The name of the .txt file will be the device serial number, followed by _deviceinfo.txt (for example, 80081034_deviceinfor.txt). At the bottom of the file, locate the DUKPT lines. • The DUKPT4 line will always be the Shift4 P2PE key.

• Any other DUKPT lines displayed will be Debit keys (For example DUKPT0).

To verify a P2PE key is injected using the device, complete the following steps: 1. From the menu of the Ingenico Tetra device, complete the following steps: • Select TSA • Select 4 – DUKPT KSN • To verify a DUKPT Debit key is injected, confirm there is a value under DUKPT 0. If “NO KEY” is displayed, then there is no key in that slot.

Note: The DUKPT debit key is typically in the DUKPT 0 slot, however it can be located in slots 1, 2, 3, or 5 as well.

• To verify the Shift4 P2PE is injected, confirm there is a value under DUKPT 4. If “NO KEY” is displayed, then there is no P2PE key injected on the device.

Rebooting the Device To reboot the Ingenico Tetra devices, simultaneously hold the Yellow (Clear or <) and Symbol (- or . or .,#) keys until the device displays "Reboot in Progress." During boot-up, the device beeps and startup routines flash briefly on the screen.

Accessing the Tetra System Menu To access the system menu complete the following steps: 1. For the Lane/3000/5000/7000 and Move/5000 – When the device is displaying the Shift4 idle screen, or for the Link/2500 – When the device is not connected via USB and displaying the This Lane Closed screen, complete the following:

• Press 2, 6, 3, 4, and Enter.

Setting Communication Type To verify and set device communication type, complete the following steps: 1. From the Tetra System menu, select TDA. 2. From the TDA menu, select configuration. • If the device is connected via serial cable, select COM0. • If the device is connected via Ethernet, select ETHERNET. • If the device is connected via USB cable, select USB_CDC. • If the device is connected via Bluetooth, select BLUETOOTH. • If the device is connected via USB base, select USB_BASE_CDC. • USB PCL is not used in configuring the UTG. • TAILGATE is not used in configuring the UTG. 3. Press the Cancel/Clear button.

Setting Serial, USB, and Bluetooth Communication Parameters You must configure the serial communication parameters if your device is set as Serial, USB<>CDC, or Bluetooth. To verify and set device serial communication parameters, complete the following steps: 1. From the Tetra system menu, select the TDA icon. 2. From the TDA menu, select Configuration. 3. From the Communication menu, select COM0. 4. Set or verify settings as listed in the following table:

Ingenico Tetra Device Configuration Settings Setting Action Required Value Baud Rate Set 115200 Stop Bits Set 1 Bits per Byte Set 8 Parity Set None Flow Control Set None

5. Press the Cancel/Clear button until the Configuration menu returns.

Bluetooth To configure a device for Bluetooth, complete the following steps: 1. When Idling or on Lane closed screen, input 2, 6, 3, 4, Enter. 2. Press F when prompted.

3. Select TDA. 4. Select Configuration. 5. Select Communication. 6. Select Comm Type. 7. Select Bluetooth. 8. Press the Red Cancel/X button until prompted to Save and Reboot. Press the Green/Enter button to confirm.

Once device reboots: 9. When Idling or on Lane closed screen, input 2, 6, 3, 4, Enter. 10. Press F when prompted. 11. Select Control Panel. 12. Select Terminal Settings. 13. Select Comm Means. 14. Select Bluetooth. 15. Select Swithc On, if necessary. 16. Select Phone Pairing. 17. Follow process to pair device via Bluetooth Settings in your Windows environment. 18. When prompted, Validate Passcode on device. 19. Click Connect on PC. 20. In your Windows Bluetooth Settings, select More Bluetooth Options. 21. Visit the COM Ports tab. 22. Complete device configuration via Serial settings, configuring the UTG for the COM Port listed as Outgoing.

Setting Ethernet Communication Parameters You must configure the Ethernet communication parameters if your device is set as Ethernet. To verify and set Ethernet communication parameters, complete the following steps: 1. From the Tetra system menu, select the TDA icon. 2. From the TDA menu, select Configuration. 3. From the Communication menu, select Ethernet. 4. Select DHCP and set your DHCP type to Auto if using DHCP or Static if you are using a static IP address.

Note: If you are using DHCP for your Ethernet devices, you must ensure that they have a DHCP reservation so they always receive the same IP Address. If the IP Address changes, UTG will not be able to communicate with the device.

5. Press the Cancel/Clear button to return to the Ethernet settings menu. 6. If you are using static IP addresses, you must configure the device’s IP Address as follows: • Select IP Address. • Enter the IP address and press Enter. All three values of each octet must be entered so an IP address of 10.0.1.193 would be entered as 010.000.001.193. • Select Subnet Mask.

• Enter the Subnet Mask and press Enter. All three values of each octet must be entered so a Subnet Mask of 255.255.255.0 would be entered as 255.255.255.000. • Select Gateway. • Enter the default gateway address and press Enter. All three values of each octet must be entered so a default gateway of 10.0.1.223 would be entered as 010.000.001.223. 7. Select IP Port. 8. Enter the port number that the device will listen on for UTG communication and press Enter. 9. Press the Cancel/Clear button until the Configuration menu returns.

Configuring Devices for WiFi To configure a device for WiFi, complete the following steps: 1. When Idling or on Lane closed screen, input 2, 6, 3, 4, Enter. 2. Press F when prompted. 3. Select TDA. 4. Select Configuration. 5. Select Communication. 6. Select Wifi Settings. 7. Configure Network settings as needed (this will be determined by the merchant's IT). 8. Hit Red Cancel/X button to return to Wifi Menu. 9. Select Power and ensure setting is set to Enable. 10. Press the Red Cancel/X button until prompted to Save and Reboot. Press the Green/Enter button to confirm.

Once device reboots: 11. When Idling or on Lane closed screen, input 2, 6, 3, 4, Enter. 12. Press F when prompted. 13. Select Control Panel. 14. Select Terminal Settings. 15. Select Comm Means. 16. Select Wifi. 17. Select Scan Networks. 18. Select desired network. 19. Enter WiFi password.

Other Settings If you are using UTG Stub, verify that the following settings have been applied on the UTG Stub IP to Serial window: • Baud Rate: 115200 • Data Bits (Byte Size): 8 • Parity: None • Stop Bits: 1

UTG Configuration Settings for Ingenico Tetra Devices

Minimum Digits/Maximum Digits

It is possible to configure the minimum and maximum number of digits a cardholder is required to enter on a payment device. This can be a range, for example 8 digits to 32 digits, or it can be a specific number, such as 20. 1. If Manual Card Entry is enabled and available for the selected device, choose one of the following: • If Manual Card Entry is not desired, clear the Enable MCE option. • If Manual Card Entry is desired, to configure the selected device for Manual Card Entry, complete the following steps:

o Select Enable MCE. o Select the desired setting for Card Security Code (CVV), Street Number, and Zip Code. Required is the default setting. • (If applicable) To configure the Minimum Digits and Maximum Digits that can be entered on a payment device, complete the following steps:

o In the Minimum Digits field, enter the minimum number of digits that can be entered on the payment device. o In the Maximum Digits field, enter the maximum number of digits that can be entered on the device. For example, if you want to restrict the number of digits entered to 20 digits, enter or select 20 in the Minimum Digits field and then enter or select 20 in the Maximum Digits field.

BIN Range Overrides Ingenico Tetra devices provide a BIN Range Overrides option. The BIN Range Overrides option allows a merchant to require CVV for credit cards, but bypass CVV for certain cards such as gift cards that may not have a card security code. This feature can also be used to bypass Luhn checking and Expiration Date, CVV, Street, and Postal Code prompting. Up to nine separate BIN ranges can be configured.

Example of BIN Range Overrides

Consecutive BIN Range Overrides In the example below, the merchant has two separate gift card ranges that will bypass CVV. BIN Range Overrides will begin at the top listed range. Any card number that is manually entered and falls within the top listed range will not prompt for CVV. If the card number does not fall within the top listed range, the next listed range will be considered.

Nested BIN Range Overrides Nested BIN Range Overrides can also be created. To create a nested BIN range override, enter the smaller subrange first, followed by the larger range. In the example below, a merchant has a large range of gift cards that will need to bypass CVV and Exp Date. The merchant also has a smaller subrange of cards the will only bypass CVV. BIN Range Overrides begins at the top listed range. If the manually entered card number falls within the top listed range, the configured bypass selections will be applied. If the card number does not fall within the top listed range, the next listed range will be considered.

Important: BIN Range Overrides look for the first listed range containing the card number entered and applies the configured bypass selections. Therefore it is important to list the smaller subrange first.

Line Item Details on the PIN Pad It is possible to display line item details on Ingenico Tetra non-mobile devices and the Link 2500 or Move 5000 mobile devices. This feature is automatically enabled as long as the POS/PMS supports it and the required forms are loaded on the device. The default forms for the Tetra devices support displaying the line items on the majority of the forms and the line item content is maintained while switching between forms.

Ingenico Tetra Contactless The Ingenico Tetra devices have the ability to enable or disable contactless processing. Contactless support is enabled by default. To disable contactless on a configured device, complete the following steps: 1. In UTG TuneUp, click the Devices tab. 2. Double-click the device to be edited. 3. On the Edit Device screen, in the Additional Options section, Clear Contactless Enabled. 4. Click OK.

5. Click Save.

Ingenico Tetra Bypass Amount Support Ingenico Tetra devices have the ability to enable Bypass Amount OK. If selected, the device will not prompt for amount confirmation.

Ingenico Tetra EBT Support The Ingenico Tetra devices have the ability to enable or disable Electronic Benefit Transfer (EBT) processing. EBT processing is disabled by default. To enable EBT processing, complete the following steps: 1. In UTG TuneUp, on the Add Device screen, locate and select one or both of the following options: • EBT Cash Enabled • EBT Food Enabled 2. Click OK.

3. Click Save.

Configuring Ingenico Tetra Line Length Support The Ingenico Tetra devices have the ability to wrap text on the List Box elements based on the Line Length setting in UTG TuneUp. UTG will wrap the text at the number of characters specified in the Line Length setting. The default values work best with the default Shift4 forms, however if you change the font or font size on the List Box elements when customizing the forms you will need to adjust this value accordingly.

Configuring Ingenico Tetra Beep Volume You can control the volume of Ingenico Tetra devices from UTG TuneUp. This is the volume level the device will beep for actions, such as pressing a button, or EMV card removal prompt. To set the volume level, complete the following steps: 1. Select the desired Ingenico Tetra device from the Device Type list. 2. Enter any number between 0 and 100 considering the following: • Entering 0 = volume off • Entering 100 = full volume 3. Click OK.

4. Click Save.

Configuring Ingenico Tetra Debit Key Index The Ingenico Tetra devices have the ability to be injected with up to five keys. This allows the same device to be used for multiple processors. Debit Key Index 0, 1, 2, 3, and 5 are available. Debit Key Index 4 is reserved for P2PE keys. The default is 0.

Examples of Using Debit Key Index

Multiple Locations with Multiple Processors A merchant has a large number of locations that span a number of processors. Being able to inject multiple debit keys into a single device will reduce the need for a large inventory of devices with separate keys for every processor. If the merchant needs to swap out a device at location A that uses different processor than location B they can, since all of their devices will have the necessary keys.

Mobile Merchant A merchant sells at various races. Some race locations use different processors. Rather than having to purchase separate devices per processor, the merchant can have a single device with up to 5 debit keys injected. This enables the merchant to simply change the debit key index to match the processor at each race location.

Configuring Amex Key Index This feature allows you to enter an Amex Key Index number to support using a different key slot for the Online PIN key when processing an Amex EMV card.

Ingenico Tetra Source Serial Number Support The Ingenico Tetra devices have the ability to download card ranges and EMV settings based on the Shift4 serial number under which UTG is configured.

Some merchant’s UTGs are configured for a different Shift4 serial number than where the Shift4 merchant ID is set up. If your UTG is already configured for the Shift4 serial number where the merchant ID is set up, leave the Source Serial Number field blank. If the UTG is configured for a different Shift4 serial number, enter the Shift4 serial number where the merchant ID is set up in the Source Serial Number field.

Default Language Selection If you are using an Ingenico Tetra device, UTG TuneUp allows you to select a default language for the device you are configuring. Current options include English, Spanish, and French.

Ingenico Tetra Tip UTG TuneUp allows you to configure Tip settings for Ingenico Tetra devices. If Enable Tip is selected, there are three configuration options to choose from when prompting for a tip: 1. You can prompt for the consumer to enter a tip amount when prompting for a tip by completing the following steps: • Select Enable Tip • Select No Presets. 2. You can configure preset tip percentages that will be displayed on the device when prompting for a tip by completing the following steps: • Select Enable Tip. • Select Percent. • Enter the desired percentages that will be displayed when prompting for tip. 3. You can configure fixed amount values that will be displayed on the device when prompting for a tip by completing the following steps: • Select Enable Tip. • Select Amount. • Enter the desired amounts that will be displayed when prompting for tip.

Note: If Enable Tip is selected, the tip screen will also provide an Other option that allows the consumer to enter a custom tip amount and a No option for no tip that will be displayed on the device.

The example below displays a configuration where tip is enabled, percent is selected, and only three percentages will be displayed when prompting for tip. For more information on configuring this feature, see the UTG Installation and Configuration Guide.

Note: Percent and Amount fields are displayed on the device from left to right. Entering a zero in any of the fields will cause that field to not be displayed on the PIN pad. For example, if you select percent and only want to display 3 tip options (10%, 15%, and 20%), you could enter zero in the First Percent field, 10 in the Second Percent field, 15 in the Third Percent field, and 20 in the Fourth Percent field. Only the first three fields would be displayed on the PIN pad.

Setting Post-Connect Delay The Post-Connect Delay feature provides a configurable timer to set the number of seconds to wait after connecting to the device before sending it any commands (for example, when a device reboots). If a command is sent to quickly after connection, the device may get stuck on a gray screen. The default setting is 90 seconds for all Tetra devices, while the setting range is from 0 – 99 seconds. Adjust this setting to the fastest time that does not cause a problem after the device connects.

Important: If you are using UPP version 6.80.05 or higher, the gray screen issue is resolved and the value should be set to zero(0).

Configuring Reboot Time The Reboot Time option is provided to satisfy a PCI requirement for devices that are PCI PTS version 4.X and above. To satisfy the PCI requirement, the devices must be rebooted every 24 hours. The Reboot Time option allows you to set a convenient time when the device will automatically be rebooted. Please note the following statements. • The Reboot Time setting will be read and set in the device and take effect ONLY after the device has rebooted once after it starts up. The device may or may not automatically reboot after it starts up. For example, if the reboot time currently set in the device is different than the setting in UTG Tune-up and UTG restarts, the UTG will force the device to reboot once after it starts up. If the device does not reboot after it starts up, you can choose to manually reboot the device or it will reboot automatically based on the reboot time currently set in the device if the reboot flag is enabled in the device.

Enabling QR Payments QR Payments requires UTG 3029 or higher. If you are running an older version of UTG you will need to update to the latest UTG version before enabling QR Payments.

The device packages contain two default forms packages: FORMS.TGZ and QRFORMS.TGZ. The QRFORMS.TGZ has the QR Pay button enabled on the CARD.K3Z and CARDM.K3Z forms, whereas FORMS.TGZ has the QR Pay button hidden. You can enable QR Payments by simply pushing the QRFORMS.TGZ to your device.

If you want to enable QR Payments using custom forms you will need to perform the following steps:

1. Download the latest forms package for the device being used. 2. Extract the forms package so you have access to the Forms folder

3. Modify the CARD.K3Z and CARDM.K3Z to make the QR Pay button visible.

a. Open the Ingenico Form Builder application. You can download it here: http://www.shift4.com/downloads/teliumtools.zip

b. Click File - Open and browse to the directory where you extracted the forms package in step 2. c. Select CARD.K3Z and click Open

d. Select the QR Pay button and set the Visibility to Visible

e. Click the save button. f. Click File - Open and browse to the directory where you extracted the forms package in step 4. g. Select CARDM.K3Z and click Open h. Select the QR Pay button and set the Visibility to Visible

i. Click the save button. j. Close the Ingenico Form Builder application. 4. Package the forms with your changes.

a. Open the Ingenico Data Packaging Tool. You can download it here: http://www.shift4.com/downloads/teliumtools.zip It’s in the Telium Tools folder b. Set the input folder to the location where you extracted the forms. c. Set the output file to the FORMS.TGZ file in the location where you extracted the forms.

d. Click Run. e. You should be prompted to overwrite the existing file. Click Yes.

f. The application will create an updated FORMS.TGZ file with the changes you made in step 5.

g. Click OK then close the Ingenico Telium Data Packaging Tool 5. Push the updated forms package to the device. See the UTG Automatic Form Loading and UPP Update section for more details.

Ingenico Form Flexibility The Ingenico form tools provide the merchant the ability to modify the current Ingenico PIN Pad forms to match their branding.

Downloading the Shift4 Template Forms for Ingenico Devices

Downloading Ingenico Tetra Forms To download and extract the Shift4 template forms, use the links in the table below. 1. Download the template forms for your Ingenico device from the Shift4 website:

For this device... Download the template forms here...

Ingenico Lane/3000 https://myportal.shift4.com/downloads/lane3000.zip

For this device... Download the template forms here...

Ingenico Lane/5000 https://myportal.shift4.com/downloads/lane5000.zip

Ingenico Lane/7000 https://myportal.shift4.com/downloads/lane7000.zip

Ingenico Link 2500 https://myportal.shift4.com/downloads/link2500.zip

Ingenico Move 5000 https://myportal.shift4.com/downloads/move5000.zip

2. Save the zip file. 3. Extract the files: • Open the zip file and click Extract all files. • In the Extract window, navigate to the folder where you want to save the template forms and click OK. • Once extracted there will be a Forms folder containing the default forms, and four files: • .OGZ: This is the file used to update the UPP version. The name will vary depending on device type and UPP version number. • CB5BT05000.PGZ: This is the security file that sets the P2PE config settings. • FORMS.TGZ: This is the default forms package with QR Pay buttons disabled. • QRFORMS.TGZ: This is the default forms package with QR Pay buttons enabled.

Downloading Ingenico Form Tools To download Ingenico Form Tools click https://myportal.shift4.com/downloads/ingenicotools.zip to download the zip file and extract the files to a temporary directory.

The files will include the following: • USB Driver – Ingenico’s USB driver

• LLT – Ingenico’s local loading tool used to push files to Ingenico devices. • Data Packaging Tool – Installs the form packager • Form Builder – This is Form Builder application can be installed on Windows or macOS. There are separate subfolders for Windows users and Mac users.

Important: The USB Driver is currently not supported in Windows 10. If you are using an Ingenico Tetra device with Windows 10, the com ports will be automatically virtualized. You will only need to verify the settings.

Using the Ingenico Local Load Tool to Load the Template Forms LLT (Local Load Tool) allows users to load forms onto the Ingenico devices.

Requirement: Close all programs and shut down all services using the Ingenico device, including UTG, UTG Stub, and UTG Service before loading forms.

1. Set the PIN Pad into the LLT mode by completing the following steps: • Press and hold the yellow Cancel or Clear button plus the # button together. • As the device boots up, hold the # button. 2. Select Start > Programs > Ingenico > LLT. 3. Click LLT.

4. In the Plugged Terminals section, located in the bottom right section, double click on the device to which you want to connect.

5. In the Local browser (left side) pane, select the folder where you extracted the Ingenico devices forms/package.

6. Select the FORMS.TGZ or QRFORMS.TGZ file in the middle pane and drag it into the Connected device pane. LLT will automatically select the appropriate directory on the terminal to place the file in.

7. LLT will show the progress of the file transfer. Once the transfer is at 100%, you can disconnect the terminal.

8. In the Plugged Terminals section in the bottom right corner, double click on the terminal to disconnect. The PIN Pad should automatically reboot.

Editing Shift4 Template Forms for Ingenico Tetra Devices Ingenico devices include editable forms. This allows merchants to add specific wording and logos on individual forms or in the background of every form. Portions of the Shift4 template forms, such as images, button placement, and text placement, can be edited with the Ingenico Form Builder.

WARNING! Do not change the Attribute ID for any item or the UTG will not work properly. See the table below for more information.

Common Controls What can be edited?

CCTT ctt CCTT ctt controls may be moved but the text and control size should not be changed. Image image Image image controls may be changed, deleted, moved, or resized as needed. You may also add images and backgrounds.

Label lbl Label lbl controls may be created or moved but existing labels should not be modified or deleted. LineDisplay linedisplay LineDisplay linedisplay controls may be moved but should not be renamed, resized, or deleted. Bmp Button Bmp Button controls may be moved and the image may be changed. Bmp Buttons may even be deleted if only the keypad is to be used. Signature sig Signature sig controls may be moved or resized. Also, the backgroundcolor, inkcolor, and pensize may be changed. PINEntry pinentry PINEntry pinentry controls may be moved but not resized and the text must not be changed.

The following table provides descriptions for the Shift4 forms or file names for the Ingenico Tetra devices.

File Name UPP Form Name Version Form Description (Do Not Change)

Advertisement When the system is idle, it displays ADS.K3Z All Display this form. This form includes an on-screen Alphanumeric ALPHA.K3Z All keyboard that is used for Keyboard Entry alphanumeric text entry This form includes an on-screen Alphanumeric ALPHANEW.K3Z All keyboard that is used for Keyboard Entry alphanumeric text entry Displays the approved/declined Approved/Declined APPDAPP.K3Z All message for EMV transactions Displays the amount confirmation Amount Verification BAMTV.K3Z All screen Displays the approved/declined Approved/Declined BAPPDAPP.K3Z All message for non-EMV transactions Cash Back Displays the cash back selection BCASHB.K3Z All Selection screen. Used to display various messages to Message Display BMSG.K3Z All the cardholder Credit/Debit Displays the credit/debit selection BPAY.K3Z All Selection screen for non-EMV transactions Terms and Displays the terms and conditions BTC.K3Z All Conditions screen Displays the terms and conditions Terms and screen with an acknowledgement Conditions BTCC.K3Z All checkbox that must be checked to Checkbox enable the accept button Terms and Displays the terms and conditions Conditions BTCSIGN.K3Z All signature screen Signature This displays the Tip entry screen with Tip Preset BTIPPRESET.K3Z All preset percent/amount buttons when enabled.

File Name UPP Form Name Version Form Description (Do Not Change)

Displays the card entry screen for the cardholder to insert/swipe/tap their card. Includes buttons for WeChat Insert/Swipe Card CARD.K3Z All Pay and Alipay if the payment type is supported. Does not include a manual entry button. Displays the card entry screen for the cardholder to insert/swipe/tap their Insert/Swipe Card card. Includes buttons for WeChat CARDM.K3Z All with Manual Entry Pay and Alipay if the payment type is supported. Includes a manual entry button. CB5BTSH402.PGZ Displays when a mobile phone is prompted to tap a second time during Contactless Re-tap CLESS.K3Z All a mobile phone Tap and Pay transaction. Displays the DCC opt in prompt to the cardholder if the card is DCC capable DCC Opt In DCCOPTIN.K3Z All and the merchant has the DCC functionality enabled. Displays the account selection screen EMV Account EACCOUNT.K3Z All for EMV transactions Selection Future use Displays the application selection EMV Application confirmation screen for EMV ECONFIRM.K3Z All Confirmation transactions Future use Displays the language selection EMV Language ELANG.K3Z All screen for EMV transactions Selection Future use Displays the various prompts for input Input INPUT.K3Z All to the cardholder including card number, expiration date, CVV, etc. When a lane is in the closed state, this form will be displayed for the Lane Closed LANECLOSED.K3Z All following devices only: iCMP, iMP352, iMP627, iMP657, iWL252, and iWL258. Displays the language selection Language Selection LANG.K3Z All screen for non-EMV transactions

File Name UPP Form Name Version Form Description (Do Not Change)

Used for EMV application selection when there are multiple applications to choose from

This form cannot be modified via the EMV Menu LISTBOX.K3Z current Ingenico Form Builder application. If you save the file from within Form Builder application it will cause the EMV application selection process to display improperly. Displays a menu selection to the cardholder. Used for EMV application Menu MENU.K3Z All selection when there are multiple applications to choose from Used to display various messages to Message Display MSG.K3Z All the cardholder Used to display various messages to Message Display MSGTHICK.K3Z All the cardholder

Mastercard Multisensory form that displays for MSMC.K3Z All Mutisensory Mastercard approvals

Multisensory form that displays for Visa Visa Mutisensory MSVS.K3Z All approvals

When a lane is in the closed state, this Offline OFFLINE.K3Z All form will be displayed for non-Bluetooth devices.

Form used to display a video while Offline Video OFFLINEVID.K3Z All offline Future use PIN Entry PIN.K3Z All Displays the PIN entry form Displays the QR Code for WeChat QR Code QRCODE.K3Z Pay and Alipay. Displays the signature screen for Signature SIGN.K3Z All approved transactions Displays terms and conditions for Terms & Conditions TC.K3Z All transactions.

File Name UPP Form Name Version Form Description (Do Not Change)

Terms & Conditions Displays the signature screen for TCSIGN.K3Z All Signature terms and conditions transactions Custom Prompt Contains the digitally signed version CUSTPROMPT.PGZ All Signature File of the custom prompt file. Security Settings Enables P2PE and sets the P2PE CB5BT05000.PGZ All File masking character to an asterisk

Editing Idle Screen Loop Images for Ingenico Tetra Devices The idle screen (ADS.K3Z) consists of four LoopImage elements that will automatically rotate through a set of images. • Main Image: This contains a set of company logo images. The filenames for these images are prefixed with AD0. • Mobile Payments: This will rotate through a list of mobile payments providers, such as Apple Pay, Android Pay and Samsung Pay. The filenames for these images are prefixed with AD1. • Payment Types: This will rotate through the possible entry methods supported, such as EMV, Contactless, MSR, and Manual Entry. If you do not support a particular entry method you will need to remove it from the list. The filenames for these images are prefixed with AD2. • Card Brands: This will rotate through images of each card brand. The default settings will display Visa, MasterCard, American Express, Discover, Diner’s Club, and JCB. If you do not support a particular card brand, you will need to remove it from the list. You can also add additional images for any additional card types you support, such as gift cards or private label cards. The filenames for these images are prefixed with AD3.

Loop Images Editing Overview To edit which images are displayed on a specific loop image element, complete the following steps: 1. Open Ingenico Form Builder and verify that Object Inspector and Property Editor are selected under View on the menu. • Select File > Open and locate the Shift4 forms folder. • Select the ADS.K3Z file and click Open. • Click on an image (see below). • Click the loop edit button located under the LoopImage header. • Select the images you want to loop through. • In the LoopImages section, enter the delay time (in milliseconds) before changing a displayed image.

• Click Open.

Note: If the loop edit button is not displayed, Click in the field to the right of LoopImages.

Editing the Main Images 1. To specifically edit the main images, click the main image and click the loop edit button. • Use the shift key or control key on your keyboard to select the custom images or Shift4 default images that you want to loop through. Then click Open. The LoopImage element will rotate through the images you selected that start with AD0 in alphabetical order by file name.

• Only the images you selected will loop through. Placing your cursor over the LoopImages file will display your selection.

2. In the LoopImages section, enter the delay time (in milliseconds) before changing a displayed image. The default is 3000 milliseconds for the main image (see image below), and 2000 milliseconds for mobile payments, payment types, and card brands.

• Remember to save your changes.

Editing the Mobile Payment Images 1. To edit the mobile payment type images that will loop through, click the mobile payment image and click the loop edit button. • Use your shift key or control key to select the mobile payment types you want to loop through. Then click Open. By default, the main images LoopImage element will loop through all images that start with AD1.

• In the LoopImages section, enter the delay time (in milliseconds) before changing a displayed image. The default is 2000 milliseconds.

• Remember to save your changes.

Editing the Payment Type Images 1. To edit the payment type images that will loop through, click the payment type image and click the loop edit button. • Use your shift key or control key to select the payment types you want to loop through. Then click Open. By default, the payment type images LoopImage element will loop through all images that start with AD2.

• In the LoopImages section, enter the delay time (in milliseconds) before changing a displayed image. The default is 2000 milliseconds.

• Remember to save your changes.

Editing the Card Brand Images 1. To edit the card brand types that will loop through, select the card brand image and click the loop edit button. • Use your shift key or control key to select the card brands you want to loop through. Then click Open. By default, the card brands LoopImage element will loop through all images you selected that start with AD3.

• In the LoopImages section, enter the delay time (in milliseconds) before changing a displayed image. The default is 2000 milliseconds.

• Remember to save your changes.

UTG Automatic Form Loading and UPP Update The UTG has the ability to push new forms or UPP version updates to all compatible devices. This enables merchants to create custom, seasonal, or promotional forms that can be quickly and easily deployed. Merchants can also update the UPP version on multiple devices using the same feature. The supported file extensions UTG will push for Tetra devices include the following:

• .K3Z (forms) • .DAT (configuration settings) • .TGZ (packages of forms) • .PGZ (security updates) • .OGZ (UPP updates) • .RKI (remote key injection) • .XML(configuration settings)

To push forms or UPP updates to all compatible devices, complete the following steps: 1. (If applicable) For form changes, create a package of forms using the Ingenico Data Packaging Tool. This file should have a “.TGZ” extension. 2. (If applicable) For UPP updates, you should have a file with an “.OGZ” extension. 3. Copy any of the supported file types listed above to ...\Shift4\UTG2\Update\Forms\[DeviceType] where [DeviceType] represents the type of UPP device. For example: ...\Shift4\UTG2\Update\Forms\Ingenico lane3000. Device types include the following: • Ingenico Lane/3000 • Ingenico Lane/5000 • Ingenico Lane/7000 • Ingenico Link/2500 • Ingenico Move/5000

Note: There should only be one set of forms in the folder. If you have a previous package of forms, make a copy and store in another folder for future use.

4. Create a new text file in the same directory where the package file or UPP version update file is placed and name the file Update.txt. The Update.txt file should not contain any content. It is simply for triggering the update.

5. The UTG will look for an Update.txt file every 30 seconds while idling. When an Update.txt file is present, the UTG will push the package of forms or UPP update to each of the compatible devices connected to the UTG. 6. The devices will display Updating Files Please Wait while the UTG is pushing the package or UPP update to the devices. 7. Once the package of forms or UPP version update has been pushed to all compatible devices, the UTG will reboot all compatible devices. 8. When the reboot process is complete, the UTG will verify all the forms have loaded. The message Verifying Forms Please Wait will be displayed on all compatible devices. • If any forms are missing, the UTG will display a message on the device indicating which forms are missing. The missing forms must be added before the device can be used. • If all of the forms are present, the UTG will display the idle screens on the devices. 9. The UTG will then delete the Update.txt file.

Note: To prevent problems from downloading forms to too many devices at once, set the Limit Simultaneous Downloads in TuneUp on the Devices tab to a lower number. See the UTG Installation and Configuration Guide.

Pushing Forms/Package Updates to Selected Ingenico Tetra Devices Using UTG Standalone To push forms/package updates to selected Ingenico Tetra devices, complete the following steps: 1. Complete the first three steps in the UTG Automatic Form Loading and UPP Update section. • Do not create or include the Update.txt file. Without the Update.txt file, the forms will not automatically load.

• Place the forms package in the normal update directory. • With the UTG Standalone running, right click anywhere on the Standalone screen to display the Device Maintenance window. • In the Device Maintenance window, click Device Maintenance. • From the listed devices, select the desired PIN pads. • Click Push Forms to push the forms/package updates to the selected PIN pads while the UTG is running.

Using the Ingenico Form Builder To link the custom prompts to the Ingenico Form Builder complete the following steps: 1. Click Tools > Options.

2. Click Prompts.

3. Click on the SECURPROMPT File line.

4. Browse the directory where you extracted the PIN Pad device forms. 5. Select the SECURPROMPT.XML file and click Open.

6. Click on the PROMPT File line.

7. Browse the directory where you extracted the PIN Pad device forms.

8. Select the PROMPT.XML file and click Open.

9. (Optional) Click the button on the CUSTPROMPT File line. 10. Browse the directory where you extracted the PIN Pad device forms. 11. Select the CUSTPROMPT.XML file and click Open. 12. Click OK to close the Options window.

To edit the Shift4 template forms in the Ingenico Form Builder: 1. From the Form Builder menu, select File > Open and select the form to edit. 2. Double-click the file to be edited. 3. With the form loaded in the Form Builder window, modify the images, text placement, and button placement as desired. 4. When finished editing, select File > Save to save your changes. 5. Load all modified forms on to your device using the instructions above.

Replacing Inoperable PIN Pads Two solutions are available when a PIN pad becomes inoperable during the business day. The first solution requires having a replacement PIN pad device available; the second requires preparing the system with an alternate configuration that does not use a PIN pad, and then switching the system to the alternate configuration if the PIN pad stops operating.

A Replacement PIN Pad Is Available The easiest and fastest method of resolving PIN pad operation issues during the business day is to install a replacement PIN pad. The replacement PIN pad should be the same PIN pad model as the original PIN pad and should be preset for your location.

Note: If the replacement PIN pad is not preset for your location contact the Shift4 Customer Support team at 888.857.9751, option 2, for further instructions.

To replace a dead PIN pad with a replacement PIN pad, complete the following steps: 1. Disconnect the dead PIN pad from the POS. 2. Connect the replacement PIN pad to the POS. 3. Verify the PIN pad's initialization process starts. 4. Verify PIN pad displays the idle sequence after the initialization process finishes.

Requirement: Contact the Shift4 Customer Support team at 888.857.9751, option 2, if the PIN pad does not display the idle sequence.

Appendix A – Device Maintenance The UTG Stand Alone contains a Device Maintenance screen that provides a number of functions for merchants using external devices, such as PIN pads.

To get to the Device Maintenance screen, complete the following steps: 1. In UTG Stand Alone, right click anywhere in the main Stand Alone page. 2. Select Device Maintenance.

The Device Maintenance screen displays any devices that have been configured in UTG and a number of buttons. A description for the use of each button is provided in the table below.

Button Name Description

Select All Selects all displayed devices.

De-select All De-selects all displayed devices.

Checks the version of selected devices against the version in Lighthouse Check Update(s) Transaction Manager and downloads an update if needed.

Button Name Description

Used to download device settings configured in Lighthouse Transaction Download Now Manager or supplied directly from processors as needed.

Verify Forms Verifies that no Shift4 forms are missing for selected devices.

Can be used to manually push forms to all similar devices that are selected Push Forms on the Device Maintenance screen. See the UTG Automatic Form Loading and UPP Update section for more information on both options.

Cancels Device Maintenance screen and returns to the UTG Stand Alone Cancel screen.