Configure Universal Transaction Gateway for Dynamics 365

Description: Learn how to configure Universal Transaction Gateway (UTG) for Dynamics 365 for the configuration of the Shift4 Payment Connector.

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1. Download and install UTG onto the workstation that you will be running the POS application from. Do not run UTG from the VM.
2. Once UTG has been installed, configure the Express tab for UAT/Test environment.
   1. Locate the Address setting.
   2. Select the appropriate environment.
      
3. Configure the Identity fields with the appropriate values:
   1. 1. Serial & Slot: Provided in your UTG Configuration sheet
      2. Host Address: The IP Address of the machine hosting UTG
         • For per-station UTG: Set this to loopback (127.0.0.1)
         • For server-based UTG: IP address of the machine (preferably static)
      3. Location: Business Zip code
         
4. Navigate to the API Interface tab and create one for REST.
   
   • Leave the Task Description as REST
   • Chose the desired IP address for this API interface
   • Set the port to 277
5. Select Generate Certificate and create a cert using the steps below.
   
   • Friendly/Common Name: DBA name from the UTG Configuration Sheet
   • Organization: Restaurant name with location if multiples
   • Email Address: Sites main contact email (Owner, GM, etc.…)
   • Locality: City
   • State/Province: State (abbreviated)
   • Country: US
   • IP Tab: Enter the IP Address of the local machine that you have set in the REST API Interface
   • Cert Gen Options: 'Self Signed' 
   • Cert Type: CRT
   • Server Authentication: Enabled
   • Client Authentication: Enabled
   • Key Size: 4096 bit
   • EmbedKey **make sure this is unchecked**
   • Enter a password (make sure you keep this somewhere safe for your records).
   • Select Generate and save it somewhere you can easily access.
6. The Cert will complete generating once it says SUCCESS; at this point, close the Cert generator window to return to the REST API Interface screen.
   
   
7. Add the Certificate file and Private Key file you created from the Cert Generator and enter the password.
   
   
8. Locate the Cert file that you saved from UTG and double-click on it to install it.
9. Select Local Machine.
   
10. Select the option to "Place all certificates in the following store."
    
11. Select Browse and select Trusted Root Certification Authorities, then select Ok.
    
12. Once done, select Next, then Finish.
13. Back to UTG, from the Devices tab, configure the payment device as instructed in the Installation & Configuration Guide and make the API TID a unique number that you will use as the EFT POS Register number later on.
14. If using tips, ensure that the device supports the tip amount. To activate tipping, open the UTG Tune Up application and enable the tip feature on the device.