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Datacap NETePay (EMV)

MS Info
  • Updated

Prerequisites:

  • Verifone PinPad, Ingenico, Ingenico ISC 2xx, ID Tech MiniSmart, or another approved Datacap EMV compatible device (USB interface recommended)
  • Datacap NETePay with correct EMV-compatible version
  • MicroSale Version 9.0.500 or higher

Installation of Datacap NETePay Software:

  1. Install Datacap SQL instance.
  2. Install Datacap DSI EMV Client (or PDCX Client if using the out-of-scope non-EMV solution). Use the most up-to-date DSI Client installation package, which can be downloaded from the MicroSale FTP site or the Datacap website here.
  3. Install Vendor-specific EPay version with EMV support (e.g., FDMS Rapid Connect Host 5.06.10). Note: These steps only need to be followed on the computer hosting the EPay software.

Installation and Configuration of Verifone VX-805:

  1. Install Verifone VX-805 Virtual Com Driver. Download it from the MicroSale FTP site or the Datacap website from the following link: http://files.datacapepay.com/software/drivers/verifone/VeriFoneUSBUARTDriver_Vx_1.0.0.52_B5.zip
  2. Connect the Verifone VX-805 to your register via the provided USB interface cable. Windows should recognize the device and load the previously installed Virtual Com Port Driver.
  3. Confirm Windows has detected the device:
    1. Go to Windows Device Manager > Ports (COM & LPT).
    2. Look for a port listed as "VX 805 Terminal (COM9)."
  4. If the VX-805 fails to initialize then the device may not be setup for USB interface.
  5. To configure it for USB follow the instructions below:
  6. Press the F2 and F4 keys to enter the System Menu.
  7. Enter the password Z66831 by pressing 1 alpha-alpha and 66831, and then press the green Enter key. The VERIX TERMINAL MGR screen will appear with 6 options.
  8. Select 2, Edit Parameters.
  9. When GID 1 is prompted, press the green Enter key.
  10. Enter the password Z66831 again and press the green Enter key.
  11. When the File Config Sys screen appears, press the green Enter key.
  12. Press 1 for NEW.
  13. Enter COMMPORT in the parameter field and press the green Enter key.
  14. Enter a value of U (1 is for Serial) and press the green Enter key.
  15. Press 1 for NEW.
  16. Enter #CZE in the parameter field and press the green Enter key.
  17. Enter a value of 1 and press the green Enter key.
  18. Press the red Cancel key to exit to the VERIX TERMINAL MGR screen.
    1. Press 1 to restart the device.
  19. Repeat steps 1-4 on each register that will be using an EMV PinPad.

Installation and Configuration of Ingenico PinPad:

  1. Install the Ingenico USB Driver. This can be downloaded from the MicroSale FTP site or from the Datacap website at the following link: http://files.datacapepay.com/software/drivers/ingenico/IngenicoUSBDrivers 3.11_setup.exe (**The Driver Version is subject to change as new releases come out)
  2. When you get to the USB Driver parameters screen you have two options:
    1. If you want Windows to decide the COM port make sure that the check box is not enabled to “Force COM Port Feature enabled”. Click “Next”.
    2. If you want to preset the COM port that the Ingenico will always use then you will want to check the box “Force COM Port Feature enabled”. In the ”Product ID” drop-down menu select “0060 (Ingenico IPP3xx/IPP4xx)” or “0062 (Ingenico ISC 2xx)”, then type in the COM in the “Virtual COM Port” field.  In this example we are using port 10.
  3. The next screen is the “Advanced Parameters” window. On this screen make sure that the check box is not enabled for “Uninstall Microsoft Usbser driver(s). Click “Next”.
  4. Click next through the remaining prompts of the installation.
  5. Connect the Ingenico IPP to your register Via the provided USB interface cable. Windows should recognize the device and load the previously installed Virtual Com Port Driver.
  6. Confirm Windows has detected the device by going to Windows Device Manager > Ports (COM & LPT).  You should see a new port listed as for the Ingenico PinPad.
    2. You can access Device Manager by right-Clicking “My Computer” >  Select Properties >  then from the properties screen select “Device Manager”.
  7. If the device fails to recognize or if MicroSale fails to communicate with the device, it may not be configured for the correct interface. To change this setting on the pinpad, follow the steps below:

IPP320/350

  1. Once the iPP320/iPP350 loads the "splash" screen (see screenshot below), quickly press 2-6-3-4, the green enter key, followed by the "F" key.  
  2. Use the "F2/F3" keys to scroll down and select "TDA".  Press the green enter key.  Select "configuration" and press the enter key, "communication" and press the enter key, and "select comm. type" and press the enter key. 
  3. Choose your desired interface and press the green enter key.  Press the red cancel key three times.  Press the "1" key (yes) at the "save and reboot" screen. The iPP320/iPP350 will then reboot with your saved settings.

ISC250

  1. Once the iSC250 loads the "splash" screen, quickly press 2-6-3-4, enter key, followed by the "+" key.
  2. Use the included stylus to scroll down and select "TDA".  For the remaining steps, you'll need to use the +/- keys to scroll up and down.
  3. Select "configuration" and press the enter key, "communication" and press the enter key, and "select comm. type" and press the enter key.
  4. Choose your desired interface method and press the green enter key. Press the red cancel key three times.  Press the "1" key (yes) at the "save and reboot" screen.
  5. Repeat steps 1-6 (or7) on each register that will be using an EMV PinPad.

 

Installation and Configuration of IDTek MiniSmart II and Augusta:

The unit is installed as an HID compliant device and does not require any additional setup in Windows.  This is also the integrated EMV chip reader solution utilized by the Quest Tablet. 

  1. In the pinpad assignment and configuration in MicroSale you will select the “ID Tech MiniSmart II” or “Augusta” attached device and assign it to Comm Port “1”.
  2. If you attempt to test connection and the connection fails, it is most likely not set in HID mode.
    1. To fix this; you can run the “IDTech SecureMag USB Demo.exe” >  General Setting >  then selected “USB HID Mode” at the bottom of the list.

MicroSale EMV Configuration:

Confirm that the following files are available in C:\Program Files\Micro$ale:

  • “dsiEMVX.ocx” is located in the MicroSale directory and has a modified date of 12/15/2015 or later.
  • “LevelUp.dll” and “LevelUp.tlb” are located in the MicroSale directory and have modified dates of 01/28/2016 or later.
  1. Start MicroSale and go to Managers Menu > Register Setup > Credit Card Setup
  2. Use the “Dial EPay Setup” button to lay the default settings for EPay.
  3. Click on the “Primary Host Name” button to display a list of available registers on the network and select the machine hosting the EPay software. This should populate the “Primary Host Name” as well as the “Secondary Host Name”
  4. Depending on the Processor you may also need to provide the Merchant Id and the Terminal Id numbers.
  5. When finished touch the “Save Credit Card Setup” button to save these changes.
  6. Next, click on the “Data Cap EMV” button to populate the EMV Device setup window.
  7. From the “Attached Device” drop-down menu, select the EMV PinPad Model and processor you will be using. In this example we will be using the “Verifone Vx805 XPI- FDMS RapidConnect”.
  8. Select the connection type by clicking the “Interface” drop-down menu and selecting “USB/VCom”.
  9. In the “Comm Port” field type in a port number to match the virtual Com created during the Verifone or Ingenico USB Driver Install.
  10. Touch “Save” to record these settings.
  11. Verify these settings are good and the device is recognized by clicking on the “Test Connection” button. It will either say “Successful” or provide a connection error. If successful, move on to Step 12. If not, please confirm all previous instructions were followed.
  12. If your test was successful then the remaining step is to click on the “Download EMV” button from this screen. This will take approx. 60 seconds to download to the EMV reader and will post a message when completed.
  13. Exit all screens when completed.
  14. Repeat steps 1-13 on all registers.

Out of Scope Non-EMV Configuration:

  • Confirm that the following files are available in C:\Program Files\Micro$ale:
  • “dsiPDCX.ocx” is located in the MicroSale directory and has a modified date of 12/15/2015 or later.
  • “LevelUp.dll” and “LevelUp.tlb” are located in the MicroSale directory and have modified dates of 01/28/2016 or later.
  1. Start Up MicroSale and go to Managers Menu > Register Setup > Credit Card Setup.
  2. Use the “Dial EPay Setup” button to lay the default settings for EPay.
  3. Click on the “Primary Host Name” button to display a list of available registers on the network and select the machine hosting the EPay software. This should populate the “Primary Host Name” as well as the “Secondary Host Name”
  4. Depending on the Processor you may also need to provide the Merchant Id and the Terminal Id numbers.
  5. When finished touch the “Save Credit Card Setup” button to save these changes.
  6. Next, click on the “Data Cap Out of Scope” button to populate the EMV Device setup window.
  7. From the “Attached Device” drop-down menu, select the EMV PinPad Model and processor you will be using. In this example we will be using the “Ingenico iPP320 PinPad”.
  8. Select the connection type by clicking the “Interface” drop-down menu and selecting “RS-232”.
  9. In the “Comm Port” field type in a port number to match the virtual Com created during the Verifone or Ingenico USB Driver Install.
    1.    
  10. Touch “Save” to record these settings.
  11. Verify these settings are good and the device is recognized by clicking on the “Test Connection” button. It will either say “Successful” or provide a connection error. If successful, move on to Step 12. If not, please confirm all previous instructions were followed.
  12. Exit all screens when completed.
  13. Repeat steps 1-12 on all registers.

Creating an EMV Payment Tender

You must enable EMV on the credit card payment tender to use EMV processing.

  1. Go to Managers Menu > Register Setup > Terminal Configuration > Tenders-Job Codes-Paid Outs-etc.
  2. On an Existing Credit Card Tender:
    a. Click on the dropdown under "Tender Name" and select Credit Card
    b. Remove "Authorization Required" and tick the option next to EMV Pad.
    c. Save
  3. To create a New Credit Card Tender:
    a. Type in Credit Card number Tender Name
    b. Tick the option next to EMV Pad
    c. Save

Batch Settlement:

Most processors will settle the batch through the POS when using EMV. This process is just like the settling of charges using the standard non-emv processing solutions. During the end of day, MicroSale will prompt to settle/clear the batch.  No additional settings are required.

RAPIDCONNECT- if using this processing platform, MicroSale will run end of day as normal but you must use the functions.ini file. Edit the line, “Rapid Connect in Use=” to “Yes” so that it will clear the batch records from MicroSale. This option is only used with the Rapid Connect Net Epay version.

Offline CC Storage (Store and Forward):

This feature works with Datacap’s Net Epay EMV solutions only. To enable the feature you will need to allow it and configure it in the Net Epay software setup through the Datacap PSCS website. Along with enabling/disabling the feature you are also able to set limits on the number of transactions stored offline, purchase limit for stored transactions, and the amount of time that it will allow you to store offline transactions.

A few offline settings can also be set in the MicroSale application. You will also be able to set the maximum number of offline charges the POS will allow as well as the maximum $ amount per transaction allowed.

Tabs and Prepayments

  1. Compatibility Check:

    • Discuss the compatibility of Tabs and PrePay with your merchant provider before implementation, as not all processors may support these features.
    • Verify if specific card types, such as AMEX, are supported by both the processor and the chosen features.

  2. Processor Configuration:

    • Depending on your processor, configure settings by navigating to Managers Menu → Register setup → Terminal Configuration → Credit Card Setup → Datacap EMV.
    • Locate and adjust the setting “Supports PreAuth” based on your processor's requirements.

  3. Special Processor Requirements:

    • If you are using TSYS, EVO, or First Data RapidConnect, select the field “Incremental Auth for TSYS-EVO-Rapid” for proper support.

  4. Activate Tab Feature:

    • Enable the Tab feature by going to Managers Menu → Register Setup → Terminal Configuration → Register Options → Full Service.
    • Check the box next to the option “Hold Charge Card for Open Tabs.”

  5. PrePay for Delivery Orders:

    • By default, PrePay is enabled for Delivery orders.
    • To disable the PrePay Order prompt, go to Managers Menu → Register Setup → Terminal Configuration → Register Options → Full Service.
    • Check the box next to the option “Turn off credit card prompt for delivery.”

Ensure each step is carefully followed to successfully set up Tabs and PrePay Phone Orders on your system.

Misc. Customizations in MicroSale:

“Sign Line”, “Tip Line”, etc. are controlled by the EMV pinpad and processor by default.  If you would like to use the receipt printing settings in MicroSale, you will need to disable the EMV print receipt. 

Disabling the EMV receipt:

  1. In the “Functions.ini”, go to the credit card section that says “EMV Receipt=”.  Type the word Off after the “=” and save the file. This will enable the use of MicroSale’s print settings. (should look like: EMV Receipt=Off)
Some processors do not allow tip adjustments.
This means that a tip has to be applied at the time the payment is made instead of after authorization, (where you add tips in at a later time without the credit card present).
To accommodate this, restaurants may want the tip line to print on the itemized receipt (normally it just prints on the credit card slip).

Adding a tip line for processors that do not allow tip adjustments (adding tip line on standard receipt):

  1. go to Managers Menu >  Register Setup >  Register Options by Terminal >  Printing/Cash Drawer Options. 
  2. Check the box “Print Tip Add Line on Receipt”/ Click “Save” before exiting.  This would need to be done on each register.

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