Universal Transaction Guide Installation For Focus POS

Description: Review the installation process for the UTG for Focus POS accounts. 

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Note: Before initiating the installation process, be sure to enter the port exceptions to the Windows Firewall.

• UTG Inbound Rule (17476) 
• UTG Outbound Rule (26880-26881) 

Initial Set-up Via USB Interface

1. Unpack physical devices and attach cables as needed.
2. Plug-in devices and allow for initial boot-up with two power cycles.
3. Install the device drivers for your selected Ingenico Device.
4. Go into the Control Panel and into the Device Manager.
   1. Select the ComPorts tab, and at the bottom should be a USB serial device listed as the installed Ingenico device.
   2. Baud rate of "115200," then select Advanced.
   3. Disable the FIFO buffer, and verify that the Driver has set the COM port to 10 (or your preferred COM port for communication). 
5. Launch the UTG Installer: https://myportal.shift4.com/downloads/utg2/3180/utg2setup.exe

UTG TuneUp Settings

Express Tab

At the top of the window, there will be a Station Name text box. Please fill this out with the name of the terminal the program is running on (e.g., Focus, Backup, Station 3, Etc.)

• Serial: This is the Shift4 serial/account number
• Slot: The Slot corresponding to the account setup - can be located in the UTG Configuration Sheet or in Pipe Maintenance option in Lighthouse Transaction Manager (LTM). One Slot Per UTG Setup. 
• Host Address: This is the Preferred IP when pulling up ipconfig/all in Command Prompt on the local computer.
• Locations: The five-digit Zip code of the store location 
• API Serial Number: The same as the Serial Number. 
  
  Note: We do not change any other settings in the Express tab on the UTG.

API Interfaces Tab

1. Select the ADD button then TCP/IP. This will open a new window.
   
   • Name this window EMV (Station number) 
   • Select the Preferred IP
   • Port should be set to 17476
2. Select the Add button and go to HTTP SSL.
   Important: This is only if the Focus Dealer wants to set up the manual offline option. This is not for troubleshooting; Focus only uses TCP/IP for live processing.
   
   
   • Task Description - Leave as HttpSSL - This will let Manual Offline functionality work with FocusPOS.
   • Host Address - If using a per-terminal setup, select 127.0.0.1. If using a per-system setup, select the Local IP address. 
   • Port - 16448
   • Certificate Information - Use UTG Generated Certificates. All of the other settings should be blank.
   • BIN Management - Leave Unflagged 
   • Receipt Options - Leave both Unflagged 
3. Select OK and close the window. 

Devices Tab

Focus can now do both USB and Ethernet setups. 

Important: On the APITID it is 000x where x is the station number for stations 1-9. Once you go over 9 stations, it is 00xx, where xx is the station number.

USB Set-up

1. Select the ADD button to open the device configuration window. 
2. Name: EMV (Station number) 
3. The Device Type should reflect the device model.
4. APITID should reflect the Terminal ID based on the workstation being installed.  
5. Set the port to COM10 and the Baud Rate to 115200. 
6. Disable Street Number Required in the MCE options. 
7. In the source serial box, enter the Serial number from the Express tab. 
8. If the device is supposed to be set to take tips, determine if the tip options should be via present or amount and set the options accordingly. 
9. Press OK to close the window. 

Ethernet Set-up

1. Select the ADD button to open the configuration window. 
2. Name: EMV (Station number) 
3. The Device Type should reflect the device model.
4. APITID should reflect the Terminal ID based on the workstation being installed. 
5. Change the Connection Type to Direct TCP/IP. 
6. Internal: The IP will either be known by the merchant or it can be pulled from the device following the steps here.
7. Disable Street Number Required in the MCE options. 
8. In the source serial box, enter the Serial number from the Express tab. 
9. If the device is supposed to be set to take tips, determine if the tip options should be via present or amount and set the options accordingly. 
10. Press OK to close the window. 

If the Customer wants device to prompt for a tip:

1. Select the Tip button.
   
2. Save your work at this point and reopen TuneUp.

Offline Tab

Important: Prior to working on the Offline tab, be sure to select the blue Save button to save your work so far. You will then need to re-open the UTG TuneUp.

• Set Maximum Hours - 12 - Number of hours before the system goes back to online mode. 
• Stand-In Limit of 250
• Advanced Options 
  • Flag Return Error on Void if Offline 
  • Unflag Decline All Non-Bank Cards
  • Transaction Storage period (days) 60 
  • Max Upload attempts 3
• Select Save and open the UTG Stand Alone UTG2.exe.

UTG Final Setup

• Launch the UTG2.exe 
• Is the UTG in Ready No Failures -In the Green Bar 
• Devices should all say Idle for at least 3-5 seconds at a time. 
• PIN Pads should read Shift4 Payments on the physical screens
• Check that the EMV files have populated the c:/shift4 EMV folder and ensure that there are 3 files for each device matching the Serial number of the PIN Pads. 
  • If these have not populated, double-check that the APITID names are accurate and perform a Terminal Download in the UTG. Right-click Device Maintenance, select the needed devices and select Terminal Download.

FOCUS

Important: These instructions are for FOCUS installations where the UTG is installed on every register and is not guaranteed to work in a different installation situation.

Open Focus and Open Setup page.

1. Go to MISC. tab and the Credit/Gift/Loyalty tab.
   1. Select Shift4 from the dropdown list.
2. Go to the Credit Card Direct tab, and in the IP Box, fill out the Preferred IP from Command Prompt, the port as 17476, and the Zip Code.
3. The Auth Token can be found on the UTG configuration Sheet provided by Shift4.
4. Select the Register button. This will allow Focus to do the Token Exchange with the UTG to get an Access Token.
   1. If Focus freezes up, there is a communication issue between Focus and the UTG.
      • Verify that the UTG is running.
      • Verify the Preferred (Loopback) address in Express and API Interface tabs.
      • Verify ports are set to 17476 in the TCP/IP API interface.
5. Select Save and close the window.

Try a test transaction. 

Note: To ensure that Manual Offline Words, The Command “Offline” to either the command Rail or a Canvas such as Manager Functions. 

Important: Do NOT use the back office Credit/Offline button.