Credit Card Machine Relocation Between Revenue Centers

Description: Follow these steps to maintain seamless processing after device relocations between revenue centers. These directions are intended only for use with Universal Transaction Gateway (UTG) below version 3200.

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Important: For UTG 3200+, “MID mismatch” is no longer possible as a PIN pad is no longer attached to an API Terminal ID (TID) in Lighthouse. One PIN pad can now be prompted by several different access tokens (Merchant IDs) without any issues or adjustments. The POS/PMS routes funds from the PIN pad to a specific Merchant ID.

1. Open Services and stop the Shift4 UTG2 service.
   
2. Navigate to UTG TuneUp > Devices. Select the device and press View. Confirm the API Terminal ID and the Device Type, enter the Source Serial number, press Close, and then Save.
   
3. In Lighthouse Transaction Manager navigate to Settings > EVM Devices. Search for the venue or API TID.
   
4. Identify Available Slots:
   If the API Terminal ID is not listed, search for the needed venue and identify an empty slot. It is important to pay attention to the Merchant's Name. An available slot will be devoid of a device serial or API TID, indicating its availability. If a slot has an API Terminal ID but no device, first confirm that the terminal is not being used.
   
   Ensure Unique API Terminal IDs:
   Confirm that the required API Terminal ID is not repeated across any revenue centers.
   • If multiple slots contain the same API Terminal ID, update the names of duplicate entries to differentiate them.
   • It is also required to make sure that the API Terminal ID is updated within UTG TuneUp if it is changed in Lighthouse Transaction Manager.
     
     Validate Device Serial Numbers:
     Confirm that the device serial number is not already assigned to any other API TID.
     If a device serial number is assigned to a different API TID, remove it from that conflicting slot before proceeding.
     
5. Input the API Terminal number and leave the device serial empty. Scroll down to the bottom of the page and Save made changes.
   

6. Bring up UTG Stand Alone. Right-click anywhere within the window. Select Device Maintenance.
   
7. Select the device and press Download Now.
   
8. Return to Lighthouse Transaction Manager. Search for the venue or API Terminal ID again. Confirm that the updated API Terminal ID with a device serial number is now visible.
   
9. Open File Explorer and navigate to C:\Shift4\EMV. Confirm that three files were downloaded with the device serial number, and proceed to test by performing a transaction.
   

Note: Changes may need to be made on the POS/PMS system if the API Terminal ID is adjusted within UTG TuneUp.