Installing EFTPOS MYOB EXO BUSINESS WHITE PAPER Installing EFTPOS EXO BUSINESS MYOB ENTERPRISE SOLUTIONS
Introduction MYOB EXO POS integrates with several EFTPOS solutions available on the market. This document is an aid to the considerations and requirements within MYOB EXO Business when installing these clients. This document does not provide full instructions ion installing the 3 rd party EFTPOS client software. For this please see the documentation provided by your EFTPOS supplier or consult with their approved installer. This document shows some selected screen sections from some 3 rd party products to illustrate concepts and how they relate to MYOB EXO Business configuration. MYOB EXO Business is insulated from the EFTPOS hardware by means of the software supplied by your EFTPOS solution provider. EXO Business communicates with this 3 rd party software and that software communicates with hardware such as pin-pads and communication with the EFT switched network. In this way support of new EFT equipment is provided by the EFPOS solution provider. Please see the list of supported providers later in this document. For transactional operation of the EFTPOS interface within MYOB EXO Business, refer to the separate white paper Payment Types and EFPOS Integration. MYOB EXO Business White Paper Installing EFTPOS 2
What is the EFT Interface? Overview The Electronic Funds Transfer (EFT) interface is a feature of MYOB EXO POS. The EFT interface communicates with software clients provided by the EFT hardware and EFT network providers. This insulates the MYOB EXO POS application from the variations in both hardware and future EFT network interface requirements (e.g. smart chip based cards). EFT Clients MYOB EXO POS presently supports the following EFTPOS client software. Syncro Plus Syncro EFT2000 Version 516 from Provenco Payment Ltd from Provenco Payment Ltd ENZ EFTPOS version 5.6 from EFTPOS New Zealand Limited PC-EFTPOS version 2.1 from Ingenico International (Pacific) Ltd. Australia Australian customers can also use the Syncro Plus software from Provenco payments Ltd (see http://www.provencopayments.com/) in association with Keycopp (see www.keycorp.net) Australian customers can also use the software from Ingenico International (Pacific) Ltd (see http://www.ingeserve.com ). Some features of this client are not available from within MYOB EXO applications. New Zealand New Zealand customers can use the Syncro or Syncro Plus software from Provenco payments Ltd (see http://www.provencopayments.com/) on the ETSL switched network. New Zealand customers can also use the software from EFTPOS New Zealand Ltd (see http://www.eftpos.co.nz/) on the ANZ switched network. MYOB MYOB EXO has only implemented a subset of features available on both ETSL and ANZ switched networks. Some features of the clients are not available from within MYOB EXO applications. Other countries MYOB EXO Business has not been integrated for other client services. Note: Additional details are available from the above organisations. They supply full manuals covering their client and server processes on install. MYOB EXO Business White Paper Installing EFTPOS 3
The above client software processes allow the pooling of multiple EFTPOS clients to a single EFT server. This permits multiple lanes to operate across a local area network to a single server process that forms the link with the EFT switched network. PC Hardware Environments The operation of both EFTPOS client services, whilst different in presentation, offer similar functionality. This paper does not attempt to describe the set-up of the EFTPOS client software as this is covered in the documentation supplied by the vendors. The major technical difference between the client services is in the way printing is setup and handled. The NZ clients use the default windows printer for EFT receipts whereas the Australian client specifies a printer in the EFT client set-up using LPT ports. All clients specify pin-pad interface via COM ports. Note: Citrix or Terminal Service implementations require ether Syncro Plus or PC_EFTPOS version 5.6 with the remote clients running on fully fledged Windows PCs. Concepts POS lane MYOB EXO POS will run within a virtual machine on Citrix or Terminal Services, however it must communicate with EFT client elements physically running on the PC situated at the lane as that is where the pin-pad is located. The hardware and software requirements at the lane differ between the Syncro Plus and PC EFTPOS solutions and are detailed later in this document. The peripheral devices that may be present on a computer acting as a lane are: Slip printer. LPT1 - This may be shared for both the sale and EFTPOS dockets. This typically uses a parallel printer port to connect to the computer. Cash Drawer kicker. COM1 - A device that fires the cash drawer. This typically uses a serial com port to connect to the computer. In some cases the cash drawer is wired to the printer instead of separately to the computer and the printer acts as the kicker device. Pin-Pad. COM2 - This is the unit that swipes the card and allows the customer to select their account and enter their PIN. This typically uses a serial com port to connect to the computer. Pin-pads that use USB interfaces or network connections are likely to be available in the future. MYOB EXO Business White Paper Installing EFTPOS 4
Barcode reader. COM3 - Reads product barcodes and emulates keyboard entry. MYOB EXO only supports the device class known as a wedge reader. These typically come with a capable that inserts the device between the computer and the keyboard, but there are also devices that plug into a COM port and run software to pipe the scan result into the keyboard buffer Customer display (optional). COM4 - A stalk like device that displays information to the customer whilst the sale transaction is proceeding. This is independent of EFP processing. This typically uses a serial com port to connect to the computer. As can be seen the computer acting as a lane requires a minimum of one parallel (LPT) port and potentially up to 3 or 4 serial (COM) ports. Most of these devices require a power outlet for a power pack. The number of power outlets required per lane could easily be 5 to 7 when the computer and monitor are included. On the computer running the lane the communication between the software and hardware components can be illustrated by the following diagram: MYOB EXO Business White Paper Installing EFTPOS 5
EFT server One computer in the network must be responsible for acting as a server communicating with the EFT switched network. From POS lanes via Network COM1 to EFT network via phone or Internet. This machine runs server software supplied by the EFT solution provider. The EFT client software communicates with this over the usual LAN network connection. The server software is responsible for communicating with the EFT network and reporting back to the EFT client software. The server communicates with the EFT network via a device such as an EAC (pictured) or custom modem that is supplied by the EFT service provider. Some of these provide alternatives means of connecting to the EFT network but typically this could be a dial up connection using a phone line. Unlike stand alone EFT units, only one phone line per store is required and traffic from all POS lanes uses this channel. A normal modem may not be used as the modem or EAC supplied typically contains firmware that validates its connection to the EFT network. In a single lane store the server may be run on the same physical machine as the lane software. In this case that machine will require one additional COM port to communicate with the EAC or modem. As the lanes must communicate with this server via the local LAN using TCP/IP protocol (an Intranet) it is usual for this machine to have a fixed IP address. Note: For Citrix or Terminal Service implementations the WAN configuration is an extension of the above model. This is detailed later in this document. MYOB EXO Business White Paper Installing EFTPOS 6
Software view The structure of a store form a software perspective is illustrated in the following diagram. Configuration Each lane EFT Client software In the EFT client software the installer will configure the following items. Pin-pad Com port. Selects the com port that is used to communicate with the pin-pad. Printer device. Note that for the PC EFTPOS and Syncro clients the option must be selected to send the printing back to MYOB EXO POS for replication to the printer. These clients have options to print directly to printer devices but these modes are not supported by MYOB EXO. MYOB EXO Business White Paper Installing EFTPOS 7
Card Acceptor ID. A unique identification code called a CAID is entered which identifies the lane to the EFT switched network. The number in this image has been masked for security reasons. Typically the number has the trailing digits designation a lane number within the store and the preceding digits are constant for the merchant. The IP address of the machine running the EFT server software. Note: Syncro Plus differs from the above in that all configuration parameters for the lane are maintained from a central web based configuration screen. However, the parameters are similar in concept. MYOB EXO Business The following settings are required in the computer profile settings applicable to each POS lane. Activating EFTPOS for a lane To indicate to MYOB EXO POS that it should interface to an EFTPOS software client set the computer profile EFPOS Client Interface to the appropriate setting for the software provided by your EFTPOS vendor. Receipt Copies Number By default MYOB EXO POS will only print one copy of the EFTPOS receipt. A record of the transaction will exist in both the MYOB EXO Business database and in the EFTPOS clients Journal or Log. If you require an additional hard copy of the EFTPOS docket, perhaps to keep in the cash drawer, then adjust the number of copies in computer profile EFTPOS Reciept Copies number. Note: A Signature Required transaction will always print one more copy than specified here and will always print a minimum of 2 copies. Duplicate EFTPOS receipts can always be printed later from within the Journal of the EFTPOS software (i.e. external to MYOB EXO). Card Acceptor ID If running the Provenco Syncro client software MYOB EXO Business cannot automatically determine the CAID for each computer. You must copy the CAID number to the computer record within MYOB EXO Business for any computer with EFTPOS integration. MYOB EXO Business White Paper Installing EFTPOS 8
In Exocfg > Staff > Computers The software Clients from PC Eftpos and Ingenico allow MYOB EXO to query them for the CAID and it need not be established here (i.e. leave blank). If MYOB EXO POS is started on a workstation with EFT integration active and a CAID cannot be determined the user will receive a warning. Payment Types By default a fresh install of MYOB EXO Business will have the payment types for the usual methods of payment pre-set to EFT enabled. (e.g. EFTPOS and VISA are set, Cash and Cheque are not). For details on changing these settings2 please refer to the white paper Payment Types and EFTPOS integration. EFT Server EFT Server Software The CAID is stamped to every payment transaction in MYOB EXO Business when that transaction is processed via EFTPOS. The CAID is used by EXO Business when a settlement is performed to compute settlement totals and produce a settlement report. Non-EFTPOS transactions do not have a CAID stamp. For EFTPOS payment transactions the Journal number (often know as a STAN) is also stamped to each transaction within MYOB EXO and directly correlates to the journal entry in the EFTPOS software. Configuration is done in the server software provided by your EFTPOS solution provider and is normally performed by the installing agent. This will include configuration of the COM port used by this machine to communicate with the EAC or modem, and how this device will communicate with the EFT Switched network. MYOB EXO Business White Paper Installing EFTPOS 9
Note: Syncro Plus differs from the above in that all configuration parameters are maintained from a central web based configuration screen. However, the parameters are similar in concept. MYOB EXO There is nothing to configure in MYOB EXO Business. Indeed, EXO Business does not even have to run on this machine. This could be your file server. Other port related MYOB EXO Business settings These are not related to EFTPOS operation but are listed here for completeness as may be used to discover use of other Com ports and avoid conflicts. Cash Drawer There will normally be a cash drawer attached to a serial port. There is a computer profile to indicate which port will be used to send the cash draw firing code. This allows COM1 through COM4 to be chosen for a serial interface using a cash drawer kicker or LTP1 through LPT3 if the cash drawer is wired to the slip printer.. Pole Display There may also optionally be a customer display attached to a COM port. This allows COM1 through COM4 to be chosen. Syncro Plus The Syncro Plus Client server software implements as a windows service for all its underlying engines and maintains these by way of a web based interface for configuration and maintenance. It still requires component sets to be installed to act as server and client processes. These have some additional requirements not mentioned for other EFT clients. Server The server stores its configuration parameters, traffic, and transactional logs in Microsoft SQL Server. This database server is not supplied by default within the Syncro Plus product. If the network already contains an MSSQL server then this may also be used by Syncro Plus. If not then Syncro Plus will run on an install of Microsoft s SQL Express (a basic MSSQL engine without the client tools). Even if the user has Microsoft SQL Server installed to run their MYOB EXO Business applications, MYOB EXO Business White Paper Installing EFTPOS 10
they may decide for security reasons to install an MSDE named instance as a separate database server for use by Syncro Plus. If needed the Microsoft MSDE server engine can be downloaded from the Microsoft web site at: As MYOB EXO Business does not yet fully support the native interface modes of Syncro Plus you will need to get your Syncro installer to install and additional piece of bridge software that makes Syncro Plus look like an earlier Syncro version to the EXO Business application. This can be supplied by your Syncro Plus installer. Client The client installed at the lane is a service with no visual interaction with the desktop. It acts as a communication gateway between the EFT server and the pin pad device. This must be installed on a fully fledged PC at the lane, even if the PC is acting as a remote workstation running the MYOB EXO Business application in a Citrix or Terminal Services virtual machine. The lane PC will require the Microsoft.Net framework 1.1 or SP1 or higher installed to run the EFT client service. This is available for download from the Microsoft website. See http://www.microsoft.com/downloads/details.aspx?familyid=413744d1-a0bc-479f-bafae4b278eb9147&displaylang=en http://www.microsoft.com/downloads/details.aspx?displaylang=en&familyid=a8f5654f-088e- 40B2-BBDB-A83353618B38 The client communicates with the server using TCP/IP. In a WAN, Provenco prefer this traffic is carried over a secure connection either using an SSL certificate or over a VPN connection. PC EFTPOS on Citrix / Terminal Services PC EFTPOS version 5.6 and above allows for the client software to run within a virtual machine of a Citrix or Terminal Services server. The client must run in the same virtual machine as the MYOB EXO Business application so that MYOB EXO can communicate with it (i.e. the client runs in the virtual machine and not on the PC at the lane). The PC EFTPOS client can be configured to interact with the pin pad device by way of a virtual serial port. This is achieved by installing a small piece of software on the PC at the remote lane that acts as a PC to TCP/IP bridge and redirects COM port traffic from the remote PC over the WAN using TCP/IP protocol to the client software in the virtual machine. The client software is configured with the IP address of the remote PC therefore the PC at each lane must: Logon to the network with a unique logon Have a fixed IP address MYOB EXO Business White Paper Installing EFTPOS 11
Set up Payment Express EFTPOS Client Add the module EXO EFTPOS to your registration. To do this: 1. Open EXO Business Config. 2. Click the Add button. 3. Select the EXO EFTPOS module. 4. Click Save. 5. Now click Launch Update, which will add the EFTPOS integration module 6. Now go to Profiles screen in EXO Business Config find the EFTPOS Interface type profile setting and for the computer profile in question select the Payment Express EFTPOS Client. 7. Click Save. Note: There are a few other EFTPOS related profile settings so it might be better to enter the word EFTPOS in the Find Edit box in the toolbar inside the profiles screen and set as required. 8. Install the EFTPOS Client software provided by DPS. 9. If a receipt printer is not currently installed, you will need to configure one / set one up. 10. Start POS and test. MYOB EXO Business White Paper Installing EFTPOS 12