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Ingenico TETRA Setup Guide

  • Updated

Description: Learn how to set up your Ingenico TETRA device below. 

Identifying Hardware and Configuration

big-Lane7000_PriorS4_New_Branding.jpg

To set up your new Ingenico device, you need to identify two things before you begin: the hardware type and the communication method that will be in use for the device.

Modern Ingenico devices have the model name printed on the face of the device, just below the screen (like the image above). Most devices should also have a manufacturing sticker on the back of the device with the model type. 

mceclip0__3_.png

After identifying this, you will need to identify the type of Ingenico software and its version. You can view the device software type and version on the Ingenico Copyright screen. This can be brought up by power cycling or resetting the Ingenico device. 

Model Type Reset Procedure
All TETRA Models

 

Press and hold the Clear (yellow) and the Period (.) keys until the device chirps and reboots.

 

Depending on the device model type, this information can be displayed differently, but it will always be displayed in the same order. Should this screen pass too quickly, you can always power cycle the device again with no issues gathering this detail. 

Taking a picture of this screen may make reviewing this detail a bit easier. 

Example of the Ingenico Copyright Screen(s)

mceclip1__3_.png

Now that we have the device model and the loaded software version, we need to identify the communication method that this device will be using.

Most modern device providers pre-configure the hardware for the desired communication type. However, if you wish to validate this detail, the configuration will show on the previously mentioned copyright screen on boot-up or reboot.

  • For Unified Payment Platform (UPP) devices, this detail shows on the last line as one of the following. You may need to scroll down to view this detail depending on your model.
    • COM0: 115200, 8, none, 1, none
    • USB_CDC
    • Ethernet: Server, Static
    • USB_BASE_CDC (Bluetooth With Charging Station)
    • BLUETOOTH: Active\Inactive  (Bluetooth With USB Dongle)

To validate the above, you can always check the cabling attached to the device. It should have a converted connector like the ones pictured below.

mceclip0__4_.png

If there is no cable or if you have a charging station, you may be using WiFi mceclip0__5_.pngor Bluetooth  mceclip1__4_.png. Typically the icon displaying the connection icon is at the top of the screen.

If the cabling doesn't match the hardware settings or if it's not on the desired communication type, you will need to reconfigure the hardware device. 

  • If the Serial, USB, or Bluetooth device is configured to your liking after validating the steps in Identifying Hardware and Configuration section, skip to Configuring The Device Host PC.
  • If the Ethernet or Wi-Fi device is configured to your liking after validating the steps in Identifying Hardware and Configuration section, you will still need to assign a static IP address from the network to the device so continue with Reconfiguring Device Hardware below.

Reconfiguring Device Hardware

Unified Payment Platform (UPP)

Regardless of the model or software version in use, steps for the configuration of Ingenico devices are typically very simple and rarely change between the various (UPP) software builds.

  1. To begin, you will need to reboot your device and enter the TETRA access code on the Lane Closed screen.
    Note: The option selection on some models may not be visible.  Selection of the option is done by tapping directly on the display screen (i.e., Move 5000 or Lane 7000). Screen appearances may differ based on the Ingenico Tetra model.
  2. When on the Ingenico Lane Closed screen, press 2, 6, 3, 4. The code, if entered correctly, will display a secondary prompt to push the "F" key to access the Tetra System menu. (For the Move 5000 PIN Pad, press the silver circle button (upper right corner).
    NOTE:  For Tetra (i.e., Lane 3000, Move 5000, Lane 7000), when the device is on This Lane Closed screen, you can press 0, 0, 0, 1 (without the commas) rapidly to enter the configuration startup script that will take you through all of the network settings including Comm Type and everything under Ethernet Settings in the Communication Menu. While this may be a quicker way to enter the configuration menu or set the communication type, the menu structure is different and may not match the steps shown within this article.  If this method is utilized, the ADMIN MENU will appear (appearance can vary by model).
  3. If the device is not on Lane Closed and you need to access the Tetra System menu to make adjustments or review the values therein, you can use the Reset Procedure mentioned above to restart the device and press 2, 6, 3, 4, Enter (GREEN) repetitively until the device displays the secondary prompt to push the F key to access the Tetra System menu. If this fails or the merchant is having issues with the sequence, given this is an Ethernet-connected device, we can have them unplug the Ethernet cable to force it into Lane Closed and perform the method described in Step 2.
  4. Once the communication type has been selected, the PIN Pad should present a number of options.
Model Type Navigation Controls
Lane/5000 Lane/7000

 

Use the [F] and [.] keys to navigate and select with [Enter].

 
All Other Models

 

Use the [F2] and [F3] keys to navigate and select with [Enter].

 

To continue with your setup, please select your desired connection type instructions:

Serial

Note: For Serial setup, there are 2 menu structures available.

Type 0001 at “This Lane Closed” for the ADMIN menus

  1. Tap or press [1] to select Communication Type.
  2. Tap or press [1] to select RS232/Serial.mceclip0.png
  3. Press Clear\Cancel until the device asks to save and reboot. You may also press the red X once for this message.
    Note: For each selected option, press the yellow < to back up one menu level or press the red X to exit the system.  If there were no configuration changes, the Save and Reboot prompt should not appear. If there were any changes within the setup menus, this prompt should appear.  You would then be presented with a Yes/No option before exiting. Select Yes if you are confident that all settings have been properly configured.
    mceclip1.png
  4. Type 0001 at “This Lane Closed.”
  5. Tap or press Serial Parameters (this option may vary in menu position based on the model.  The example below shows this as option [3].mceclip2.png
  6. A series of options will be available, as shown above, based on your selection.
    Note: Screen images displayed may differ per model. Options that are not discussed should not need to be modified.

Bitrate: Tap or select [1] to access this menu, which will allow you to select the appropriate selection.  Normally, you would tap or select [1] 115200.  When an option is selected, press the yellow < button to accept the selection and back up to the previous menu.

mceclip3.png

Data bits: Tap or select [2] to access this menu, then tap or select [2] 8 bits. Press the yellow < button to accept the selection and back up to the previous menu.

mceclip4.png

Stop bits: Tap or select [3] to access this menu, then tap or select [1] 1 bit. Press the yellow < button to accept the selection and back up to the previous menu.

mceclip5.png

Parity: Tap or select [4] to access this menu, then tap or select [1] None. Press the yellow < button to accept the selection and back up to the previous menu.

mceclip6.png

Flow Control: Tap or select [5] to access this menu, then tap or select [1] None. Press the yellow < button to accept the selection and back up to the previous menu.

mceclip7.png

Press Clear\Cancel, the yellow < button, until the device asks to Save and reboot.

mceclip1.png

 

Type 2634 at “This Lane Closed” and access thru the TDA Menus

  1. Type 2634 at “This Lane Closed.”
  2. Press the F button (typically at the bottom left of the keypad) for the next menu.
    Note: On the Move 5000, push the silver circle button located in the upper right corner of the keypad (just above the red “X” button).
  3. Begin from the Tetra system menu by selecting the TDA icon.
    Note: Based on the model, this may display as follows. You will need to use the PIN Pad navigation arrows, and the green “O” enter key to select TDA on certain models, including the Lane 3000. With other models, you can tap TDA directly on the screen.
  • Lane 3000 - single column of icons (TDA may be in the 3rd position from top)
  • Move 5000 - two columns of icons (TDA may be in 2nd row/left column)
  • Lane 7000 - two rows of icons (TDA may be in the top row towards the right)

mceclip0.png

Lane 3000 is displayed in this example with single column display:

mceclip1.png

  1. From the TDA menu, select Configuration.
  2. Select Communication.
  3. Select Select Comm. Type.mceclip2.png
  4. If the device is connected via Serial, select COM0.
    1. Press the Enter (green O) button to accept the selection.
    2. Press the Cancel/Clear red X button to backup to the previous menu(s).
  5. Begin from the Tetra system menu by selecting the TDA icon.
    1. From the TDA menu options, press the Green button on Configuration.
    2. Select Communication.
    3. Select Serial Settings.mceclip3.png
  6. The following menu options will appear (without numbers preceding the selection).  Please note the order of the options may vary based on the model.  For each option needed below, you may tap or use the PIN Pad navigation arrows to select.
    Note: For each option below, you may also press the red X button to backup to the previous menu without making any changes.
    mceclip4.png
  7. Select Bit Rate.
    1. Make a selection (normally 115200) then press the green O key to accept. (The PIN Pad will automatically back out to the previous menu)
    2. Normally, you would tap or select 115200. When an option is selected, press the green O button to accept the selection and back up to the previous menu.  mceclip5.png
  8. Select Stop Bit.
  9. Select 1, then press the green O button to accept the selection and back up to the previous menu.mceclip6.png
  10. Select Bits Per Byte.
  11. Select 8, then press the green O button to accept the selection and back up to the previous menu.mceclip7.png
  12. Select Parity.
  13. Select None, then press the green O button to accept the selection and back up to the previous menu.
    mceclip8.png
  14. Select Flow Control.
  15. Select None, then press the green O button to accept the selection and back up to the previous menu.
    mceclip9.png
  16. When all configuration settings have been verified, push the red X to back up until the device asks to Save and Reboot?
    mceclip10.png

Continue to Configuring The Device Host PC to continue with your setup.

USB

Note: For USB setup, there is 1 menu structure available:

Type 0001 at “This Lane Closed” for the ADMIN menus

  1. Type 0001 at “This Lane Closed” for the ADMIN menus.
  2. Tap or press [1] to select Communication Type.
  3. Tap or press [3] to select USB_CDC.
  4. Press Clear\Cancel, the yellow < button until the device asks to save and reboot. You may also press the red X once for this messagemceclip0.png

Continue to Configuring The Device Host PC to continue with your setup.

Bluetooth (w/ USB Dongle)

Note: If your base is already paired with the PIN Pad, refer to: Base / Bluetooth Initialization and Setup.

  1. Type 0001 at “This Lane Closed” for the ADMIN menu.
  2. Tap or press [1] to select Communication type
  3. Select BLUETOOTH_SERIAL
  4. Press Clear\Cancel, the yellow < button, until the device asks to save and reboot. You may also press the red X once for this message.mceclip0.png
  5. Type 0001 at “This Lane Closed” for the ADMIN menu, and select the option for Bluetooth Parameters (typically this would be option 4).
    mceclip1.png
  6. Pair: Tap or select [1] to access a screen to allow you to scan a QR Symbol for pairing.mceclip2.png
    Note: One additional option may appear: 4- Base.
  7. On the subsequent pairing screen, you may be prompted as follows:
    Press any key after scanning QR code / Press any key to continue pairing.
  8. Once pairing is complete, you should receive a confirmation message about the device now being visible.
    Your device (<device name>) is currently visible to nearby devices.  
    NOTE: <device name> refers to the device being configured.
  9. Push the red X to back out to the previous menu.
  10. Push the red X once more to return to the merchant’s logo screen or “This Lane Closed.”
  11. Advanced Options: Tap or select [3] to access a screen for at least two additional options. Select as appropriate, then press the yellow > to accept the selection and return to the previous menu, or press the red X to just return to the previous menu.
  12. Type 2634 from “This Lane Closed.”
  13. Push F for menu (push the silver circle button on certain devices such as the Move 5000).
  14. Select TDA from the TETRA system menu.
  15. Select Configuration.
  16. Select Communication.
  17. Select Select Comm. Type.
  18. Select BLUETOOTH.
  19. Press the green O to accept the selection and continue back to the previous menu (or press the red X if no changes are needed to the current selection).unnamed__92_.jpg
  20. Press the red X to back out to the previous menu without making a selection. Press the green O to accept a selection and then back out to the previous menu.
  21. When all configuration settings have been verified, push the red X to back up until the device asks to “Save and Reboot?”
    mceclip10.png
  22. If “Yes” is selected, the PIN Pad should reboot for a few moments.
  23. Once the device completes its reboot: When idling or on Lane Closed screen, input 2, 6, 3, 4 (without commas).
  24. Press F for menu (or on some devices such as the Move 5000, press the silver circle located at the upper right corner of the keypad.)
  25. Select Control Panel (location of referenced icons on this menu and subsequent menus may differ depending on the device).
    mceclip4.png
  26. Select Terminal Settings (green background icon) phone clear square on top with keypad underneath.
    mceclip5.png
  27. Select Communication means (same green background icon).
  28. Select Bluetooth (this option is available if the device is Bluetooth capable - icon appears with the Bluetooth symbol). 
  29. Select Switch On, if necessary.
    Note: If Bluetooth is on, you should see options including "    Switch Off."
  30. Select Phone Pairing (icon on this menu selection appears as a filled-in mobile phone with two curved lines from the upper right corner - light blue background.)
  31. At this time, the device will display a Pair Code on the screen. You may also see a confirmation Your device (<device name>) is currently visible to nearby devices.
  32. Press the red X to back out of each menu.

 

Setting up Bluetooth and other Devices in Windows

  1. On the Windows PC/tablet, search "Bluetooth."
  2. In the results, open the Bluetooth & other devices page.
  3. Ensure the Bluetooth option is enabled (You may see a message underneath “Now discoverable as: <devicename>.”
  4. Then select + Add Bluetooth or other device.

add-bluetooth-windows-10-settings.jpg

  1. Windows will scan for any devices in discovery mode.
  2. Once located, click on the device.
  3. When prompted, validate that the pairing code shown on the device and PC match.
  4. Click Connect on PC/tablet.
  5. Now on the PC/tablet select More Bluetooth options on the right.

mceclip2__1_.png

  1. Navigate to the COM Ports tab.
  2. Click Add, assign this an open COM port, and ensure this is Outgoing.
  3. Click Apply, then OK.

mceclip3.png

Continue to Configuring The Device Host PC to continue with your setup.

Ethernet

Before continuing with this section, it is important to verify the settings of the host computer.  

  1. Open the command prompt by typing CMD after clicking on the Windows start button.
  2. At the prompt, type ipconfig /all
  3. Information needed includes:
    • DHCP Enabled (yes or no)
    • IPv4 Address (for UTG “express” tab)
    • Subnet Mask
    • Default Gateway

mceclip6.png

You may also use the arp -a command to display current Address Resolution Protocol (ARP) entries. 

Note: You may use this command to display a list of IP addresses that are currently being used on their network to possibly help determine what IP addresses are available for the PIN Pad. However, IP address assignments are supposed to be determined/provided to us BY the merchant and/or their IT. This should only be used if we have no other way of obtaining the required IP address.

mceclip7.png

Note: For Ethernet setup, there are 2 menu structures available to begin the process:

Type 0001 at “This Lane Closed” for the ADMIN menus

  1. Tap or press [1] for Communication Type
  2. Tap or press [2] for Ethernet
  3. Press Clear\Cancel, the yellow < button until the device asks to save and reboot. You may also press the red X once for this message.
  4. Type 0001 once more at “This Lane” Closed and tap or press [2] for Ethernet Parameters.mceclip8.png
    Note: Additional Ethernet options that may be available are 7-SSL mode and 8-URL.  Depending on the model, in addition to typing the number on the PIN Pad, you may be able to directly tap the option on the PIN Pad’s screen (for example: MOVE 5000 and Lane 7000). 
    Screen images displayed may differ per model. Options that are not discussed should not need to be modified.
  5. IP Configuration: Tap or select [1]  to access the Ethernet Configuration screen which will allow you to set the following parameters:
    Note: The device may prompt: “Not on Ethernet Cradle” if trying to access this menu.  If the device requires a cradle, please place the PIN Pad in the cradle before continuing.mceclip9.png
  6. DHCP activation: (select ‘on” or “off”). If you are using DHCP for your Ethernet devices, you must ensure that they have a DHCP reservation so they always receive the same IP Address. If the IP Address changes, UTG will not be able to communicate with the device.mceclip7.png
    Note: For each of the following,  Push the yellow < button to clear the current entry and begin typing the new value.
  7. IP Address: Enter as found with “ipconfig /all.”
    • Enter the IP address programmed into TuneUp for the device in question. This will not be the 'host' IP address.
    • When typing in the IP address, include the period between each value. This is typically found in the lower right corner of the PIN Pad on the “#” key. 
    • If the address listed matches TuneUp already, press the red X button to return to the 'Ethernet configuration’' menu.
    • If the address is missing or does not match, press and hold the yellow < button to clear the address. Walk the caller through entering the correct address.
    • Press the green O button to accept the entry and return to the ‘Ethernet Settings' menu. 
  • Subnet Mask: Enter as found with “ipconfig /all”. 
    • Confirm the Subnet Mask matches what is in use on the merchant’s network (this is commonly 255.255.255.0).
    • If the address here matches the merchant's network already, press the red X button to return to the ‘Ethernet configuration’ menu.
    • If the address is missing or does not match, press and hold the yellow < button to clear the address. Walk the caller through entering the correct address.
    • When typing in the Subnet Mask address, include the period between each value. This is typically found in the lower right corner of the PIN Pad on the “#” key.
    • Press the green O button to accept the entry and return to the ‘Ethernet Settings’ menu.
  • Gateway Address: Enter as found with “ipconfig /all” (you may need to use the PIN Pad’s navigation arrows to scroll down to see this option).
    • Confirm the Gateway address matches what is in use on the merchant’s network. 
    • If the address here already matches the merchant's network, press the red X button to return to ‘Ethernet configuration.’
    • If the address is missing or does not match, press and hold the yellow < button to clear the address.
    • When typing in the Gateway address, include the period between each value. This is typically found in the lower right corner of the PIN Pad on the “#” key.
    • Press the green O button to accept the entry and return to the ‘Ethernet configuration’ menu.

When all settings are verified, press the yellow <. You should see a confirmation screen to “Save parameters” with a yellow question mark with the prompt: Do you want to save those changes?  Push the green O to accept, or push the red X to reject.

Connection type: Tap or select [2] to access this menu, then tap or select [1] Server.

Press the yellow < button to accept the selection and back up to the previous menu.

mceclip8.png

Port: Tap or select [6] to access this menu.

  • Confirm the port number matches what is in TuneUp for the device in question (this is usually set to 12000 for Ingenico Ethernet devices).
  • If the port number here already matches TuneUp, press the Red button to return to ‘Ethernet Settings.’
  • If the port number is missing or does not match TuneUp, press and hold the Yellow button to clear the number. Walk the caller through entering the correct address. 
  • Enter the port number that the device will listen on for UTG communication and press Enter.
  • Press the green O button to accept the entry and return to the ADMIN MENU.

mceclip10.png

SSL Mode: Tap or select [7] to access this menu, then tap or select [1] None (or OFF).

Press the yellow < button to accept the selection and back up to the previous menu.

mceclip11.png

 

Type 2634 at “This Lane Closed” and access through the TDA Menus

  1. Begin from the Tetra system menu by selecting the TDA icon.
    mceclip12.png
  2. From the TDA menu, select Configuration.
  3. Select Communication.
  4. Select Select Comm. Type.mceclip13.png
    1. If the device is connected via Ethernet or Wi-Fi, select Ethernet.
  5. Press the Cancel/Clear button.
  6. Begin from the Tetra system menu by selecting the TDA icon.
  7. From the TDA menu, select Configuration.
  8. Select Communication.
  9. Select Ethernet Settings.mceclip14.png

 

Setting Ethernet Communication Parameters

You must configure the Ethernet communication parameters if your device is set as Ethernet. To
verify and set Ethernet communication parameters, complete the following steps:

From the Ethernet Menu, you will need to configure a number of settings. The settings that need to be programmed into the PIN Pad vary depending on the merchant's network, but the settings listed below are the menu items on the Ethernet menu that need to be configured in most cases for the PIN Pad to communicate with UTG.

To select one of these items from the Ethernet menu, scroll down to the option using the arrow keys and press the green button to access the setting.

Note: If an item does not need to be changed, press the red X to exit that selection and return to the previous menu.

  1. Select Connection Method:
    1. From the 'Connect As' menu, highlight ‘Server.’ 
    2. When an option is selected, press the green O button to accept the selection and back up to the previous menu. 
      mceclip10.png
  2. Select Boot Protocol.
    mceclip11.png
  3. Select DHCP and set your DHCP type to Auto if using DHCP or Static if you are using a static IP address.
    mceclip0.png      mceclip1.png
    Note: If you are using DHCP for your Ethernet devices, you must ensure that they have a DHCP reservation so they always receive the same IP Address. If the IP Address changes, UTG will not be able to communicate with the device.
  4. When an option is selected, press the green O button to accept the selection and back up to the previous menu.  
  5. If you are using static IP addresses, you must configure the device’s IP Address as follows:
    1. Select IP Address.
    2. In the Enter IP Address menu, enter the IP address programmed into TuneUp for the device in question. This will not be the 'host' IP address.
    3. When typing in the IP address, include the period between each value. This is typically found in the lower right corner of the PIN Pad on the “#” key.
    4. If the address listed matches TuneUp already, press the red X button to return to the 'Ethernet' menu.
    5. If the address is missing or does not match, press and hold the yellow < button to clear the address. Walk the caller through entering the correct address.
    6. Press the green O button to accept the selection and back up to the Ethernet menu.mceclip2.png
  6. Select Subnet Mask.
    1. Confirm the Subnet Mask matches what is in use on the merchant’s network (this is commonly 255.255.255.0).
    2. If the address here matches the merchant's network already, press the red X button to return to ‘Ethernet Settings.’
    3. If the address is missing or does not match, press and hold the yellow < button to clear the address. Walk the caller through entering the correct address.
    4. When typing in the IP address, include the period between each value.  This is typically found in the lower right corner of the PIN Pad on the “#” key. Press the green O button to accept the selection and back up to the Ethernet Settings menu.mceclip3.png
  7. Select Gateway.
    1. Confirm the Gateway address matches what is in use on the merchant’s network.
    2. If the address here already matches the merchant's network, press the Red button to return to ‘Ethernet Settings’
    3. If the address is missing or does not match, press and hold the Yellow button to clear the address.
    4. When typing in the IP address, include the period between each value. This is typically found in the lower right corner of the PIN Pad on the “#” key.
    5. Press the green O button to accept the selection and back up to the Ethernet menu.mceclip4.png
  8. Select IP Port.
    1. Confirm the port number matches what is in TuneUp for the device in question (this is usually set to 12000 for Ethernet devices).
    2. If the port number here already matches TuneUp, press the red X button to return to ‘Ethernet Settings.’
    3. If the port number is missing or does not match TuneUp, press and hold the yellow < button to clear the number. Walk the caller through entering the correct address.
    4. Enter the port number that the device will listen on for UTG communication and press Enter.
    5. Press the green O button to accept the selection and back up to the Ethernet menu.mceclip5.png
  9. Select SSL Mode.
    1. On the SSL Mode screen, confirm SSL reflects as ‘None’ or ‘Off.’ Press the green O button on 'None' to return to the Ethernet menu.
      mceclip6.png
  10. Press the Cancel/Clear (the red X) button until the Configuration menu returns.
    Note: Any configuration setting in Ethernet Settings not described above (DNS, Host Address, etc.) should be left blank.

Continue to Configuring the Universal Transaction Gateway to continue with your setup.

Wifi

Before continuing with this section, it is important to verify the settings of the host computer to obtain wireless settings. 

  1. Open the command prompt by typing CMD after clicking on the Windows start button.
  2. At the prompt, type ipconfig /all.
  3. Information needed includes:
    1. DHCP Enabled (yes or no)
    2. IPv4 Address (for UTG “express” tab)
    3. Subnet Mask
    4. Default Gatewaymceclip15.png
    5. You may also use the arp -a command to display current Address Resolution Protocol (ARP) entries.
      Note: You may use this command to display a list of IP addresses that are currently being used on their network to possibly help determine what IP addresses are available for the PIN Pad. However, IP address assignments are supposed to be determined/provided to us BY the merchant and/or their IT. This should only be used if we have no other way of obtaining the required IP address.
      mceclip16.png
      Note: For WiFi setup, there are 2 menu structures available to begin the process:

Type 0001 at “This Lane Closed” for the ADMIN menus

  1. Tap or select [1] for Communication type.
  2. Tap or select [6] for WIFI.mceclip17.png
    Note: Additional options that may appear are: 7-BLUETOOTH_PCL and/or 8-BLUETOOTH_SERIAL.
  3. To accept the selection and return back to the previous menu, push the yellow < button.
    Note: If WiFi Parameters are available as a menu option, you can tap or select this for additional Wifi menu options.  Tap or select [3] for WiFi Parameters to reveal the following options:mceclip18.png
  4. Disable (or Enable): Tap or select [1]  to toggle Disable and Enable.  No other menu options will appear when 1- Enable is showing. Once a selection is made, the device will automatically change its status after a few moments.  Press the yellow < button to backup to the previous menu.
    Note:  Ensure the WiFi is enabled before scanning for networks.
  5. Scan Networks: Tap or select [2] to scan for available networks.  Once this option is selected, a screen titled: Available Networks should appear with the message: Scanning….
  6. Once scanning is completed, the available networks, if any, at the merchant’s location will appear. If the network needed appears, please select Connect to Network to enter the WiFi Password as needed.
    Note: If the network needed is not listed, you can use Other to manually add the network; however, we prefer to have the merchant’s IT Department available to confirm the settings are correct. Ideally, the access point should already be visible and ready to go.  If necessary, please refer to the section titled “Manually Adding the Network.”
  7. My Networks: Tap or select [3] to display a list of the networks defined along with a “Delete All.” Select the network needed.
    mceclip19.png
  8. Once a network is selected (in this example Shift4), additional options will appear including:
    1. Force Use
    2. Remove
    3. Update
    4. Connect
    5. IP Configuration
  9. Select IP Configuration for additional options.mceclip20.png
    Note: Print parameters (when this option is available) will print out the current Wi-Fi parameters including IP address, Subnet mask, and the Gateway address).
  10. DHCP activation:  (Select ‘on” or “off”). If you are using DHCP for your Ethernet devices, you must ensure that they have a DHCP reservation so they always receive the same IP Address. If the IP Address changes, UTG will not be able to communicate with the device.  Press the green O button to accept the selection.  Press the red X or yellow < to back out of the menu without making any changes.
    Note: If “Off” is selected, additional options will appear to allow entry of:
    1. IP address
    2. Subnet mask
    3. Gateway address
  11. Verify a valid IP address is entered for each of these settings as needed.mceclip21.png
  12. When settings are completed, the “Save parameters” screen with a yellow question mark will appear prompting: Do you want to save those changes?
  13. Press the red X for no or the green O for yes.
    Note: You may need to press the yellow < once more to return to the ADMIN MENU.
  14. Connection type: Tap or select [6] to access this menu, then tap or select [1] Server. Press the yellow < button to accept the selection and back up to the previous menu.mceclip22.png
  15. When you are confident that all settings are correct, press the yellow < button a few times until “Save and reboot?” appears. Select Yes to accept all settings.  (Note: If no selection is made within a few seconds, the screen will exit back to “This Lane Closed”.)
    mceclip23.png

Manually Adding the Network


Note: Before continuing, please ensure we have the merchant’s IT Department available to confirm the settings are correct.

  1. From the “Available Networks” screen, select Other.mceclip24.png
  2. Once Other is selected, a series of settings will become available. The first prompts for a selection of Access Point Visibility: Select from either Visible or Hidden.mceclip25.png
  3. Once an Access Point Visibility selection is made, the device will ask to enter an ESSID. The ESSID is the name of their WiFi network.
    mceclip26.png
  4. Once the ESSID is entered, the device will prompt to enter a Security Type.mceclip27.png
  5. Home security will prompt you to enter a Wi-Fi password; however, Enterprise security will offer additional setup options, including the prompt to enter user name for the network.mceclip28.png  mceclip29.png
  6. Additional setup questions can be directed to their PIN Pad’s user guide or IT department to complete the network setup.

Type 2634 at “This Lane Closed” and access thru the TDA Menu 

  1. Push F for menu (if using the Move 5000, push the silver circle button at the upper right of the keypad).
  2. Select TDA from the TETRA system menu.
  3. Select Configuration.
  4. Select Communication.
  5. Select Select Comm. Type.
  6. Select WIFI.
  7. Press the green O to accept the selection and continue back to the previous menu. (or press the red X if no changes needed to the current selection and continue back to the previous menu.)
    mceclip30.png
  8. Select WiFi Settings.
    mceclip31.png
  9. The following options will appear:
    mceclip32.png
  10. Select Power to ensure WiFI is set to Enable.
  11. Press the green O to accept the selection and return to the previous menu, or push the red X to just return to the previous menu.
    mceclip33.png
  12. Select Boot Protocol: If using DHCP for the Ethernet devices, you must ensure that they have a DHCP reservation so they always receive the same IP Address. If the IP Address changes, UTG will not be able to communicate with the device.
  13. Press the green O to accept the selection and return to the previous menu, or push the red X to just return to the previous menu.
    mceclip34.png

IP Address


Note: When typing the leading zeros, you still need to enter the period (.) between each octet. An incorrect entry will briefly flash the IP entry against a red background.

  1. If you are using static IP addresses, you must configure the device’s IP Address as follows:
    1. Select IP Address.
      1. In the Enter IP Address menu, enter the IP address programmed into TuneUp for the device in question. This will not be the 'host' IP address.
      2. When typing in the IP address, include the period between each value. This is typically found in the lower right corner of the PIN Pad on the “#” key.
      3. If the address listed matches TuneUp already, press the red X button to return the 'WiFi' menu.
      4. If the address is missing or does not match, press and hold the yellow < button to clear the address. Walk the caller through entering the correct address.
      5. Press the green O button to accept the selection and backup to the ‘WiFi’ menu.  (Note: Tthis screen may display just “Enter IP Address” in the white box at the top of the screen, along with place a cursor next to to the IP entry.)
        mceclip35.png
    2. Select Subnet Mask.
      1. Confirm the Subnet Mask matches what is in use on the merchant’s network (this is commonly 255.255.255.0).
      2. If the address here matches the merchant's network already, press the red X button to return to the ‘WiFi’ menu.
      3. If the address is missing or does not match, press and hold the yellow < button to clear the address. Walk the caller through entering the correct address.
      4. When typing in the IP address, include the period between each value. This is typically found in the lower right corner of the PIN Pad on the “#” key.
      5. Press the green O button to accept the selection and backup to the ‘WiFi’ menu. (Note: This screen may display just “Enter Subnet Mask” in the white box at the top of the screen, along with place a cursor next to to the IP entry).
        mceclip36.png
    3. Select Gateway.
      1. Confirm the Gateway address matches what is in use on the merchant’s network.
      2. If the address here already matches the merchant's network, press the red X button to return to the ‘WiFi’ menu.
      3. If the address is missing or does not match, press and hold the yellow < button to clear the address. 
      4. When typing in the IP address, include the period between each value. This is typically found in the lower right corner of the PIN Pad on the “#” key.
      5. Press the green O button to accept the selection and back up to the ‘WiFi’ menu. (Note: This screen may display just “Enter Gateway IP” in the white box at the top of the screen, along with place a cursor next to to the IP entry).
        mceclip37.png
  2. Press the red X a few times if at least one change was made to see the “Save and Reboot?” screen.

mceclip38.png

 

Configuring The Device Host PC

If using Ethernet or Wi-Fi, skip to Configuring the Universal Transaction Gateway.

If you are using Serial, USB, or Bluetooth, you will need to configure the Local PC Host Environment, and depending on the Windows OS version and the presence of the Shift4 UTG Software, this can change the device setup process.

Windows Device Manager

Note: All USB connection types on Windows 8.1 or lower will require a USB driver so that the hardware can speak to the Shift4 Universal Transaction Gateway or UTG Stub controller. 

See details regarding downloading the driver and its installation in the USB Driver Installation for Ingenico article. 

Once this is installed or if on Windows 10 you can configure the Windows Device Manager. For instructions on accessing Device Manager in various Windows operating systems, see Accessing the Windows Device Manager.

Once In the Device Manager click the arrow next to Ports (COM & LPT), then right-click where the Ingenico device is connected and select Properties.

  • In Window 8.1 and lower with the Jungo Driver this will be named Ingenico [MODEL] Comm Port.
  • In Windows 10 this will show as USB Serial Device.

mceclip2__2_.pngmceclip3__1_.png

Select the tab labeled Port Settings.

mceclip0__6_.png

The Port Settings tab will display the Baud rate (Bits Per Second), Data Bits, Flow Control, Parody, and Stop Bits settings. Match these settings to those configured for the device in the previous chapter, which should match the table(s) below for your device type.

For US devices:

US UPP Device Settings 

Baud Rate(Bits Per Second): 115200

Data Bits: (Byte Size): 8

Parity: None

Stop Bits: 1

Flow Control: None

For Canadian devices:

US UPP Device Settings 

Baud Rate(Bits Per Second): 9600

Data Bits: (Byte Size): 7

Parity: Even

Stop Bits: 1

Flow Control: None

mceclip1__5_.png

  • In the Advanced Settings for Windows 8.1 or lower, you only need to configure the desired COM Port.
  • In the Advanced Settings for Windows 10, ensure that the FIFO Buffers are disabled (unchecked) and that the desired COM Port is configured.

Note: If Advanced Settings on the Port Setting screen is grayed out, you will need to get your IT involved to get Admin access to the PC to set this value.

Installing and Configuring the UTG Stub

To learn how to Install, Configure and Troubleshoot the Stub refer to this article.

Configuring the Universal Transaction Gateway

You will now need to configure the Universal Transaction Gateway (UTG) TuneUp. To access the UTG (v2) TuneUp the UTG services or UTG Stand Alone must be stopped first.

NOTE: Stopping the Universal Transaction Gateway (UTG) service or Stand Alone will stop all active credit card processing until it is restarted. Instructions for starting, stopping, or restarting a Shift4 Service can be found here, Starting/Stopping a service in Windows including UTG Service, UTG Stub, and 4Go. Instructions for closing the UTG (v2) Stand Alone can be found here: Starting and Stopping the UTG (v2) Stand Alone.

To open the Universal Transaction Gateway (UTG) TuneUp got to Start > All Programs > Shift4 Payments > UTG (v2) TuneUp. If this is missing from your Windows Start menu, see How to Access the Shift4 UTG (v2) TuneUp

In the Universal Transaction Gateway (UTG) TuneUp, navigate to the Devices tab. If working on a new device, select Add. If working on an existing device, locate the device, select it, and select Edit. Determine the following:

edit_device_tcpip.png

Required Settings:

  • Device Name enter a unique name that will identify where the device is located.
  • Device Type should be chosen according to the model of the device and loaded software (UPP) the device is using. (This information should have been collected in the Identifying Hardware and Configuration section above).
  • API Terminal ID is the Terminal ID that is being sent by the interface to 'wake' the device. This must be entered identically to how it appears in the interface setup or the device will never activate.
    • Terminal IDs must be unique and can not be blank. If you do not know this detail simply set a value as it can be changed later.
  • Source Serial is the Shift4 account or serial number where the EMV device settings are stored in Lighthouse Transaction Manager. 
    • If this setting is not set, EMV Terminal Downloads will default to whatever Shift4 Serial is set as the serial number in the Express tab within the UTG (v2) TuneUp.
  • Connection is the connection type that should be selected for the connected PIN Pad.  
  • RS-232: This is the connection setting that should be selected for Serial, USB, or Bluetooth devices if the (UTG) is on the same host machine as the device.
    • Port: Set the Port setting to match the COM Port that was configured in the Windows Device Manager. 
    • Baud Rate: Set the Baud Rate setting to match what was configured in the Windows Device Manager. 
  • UTG Stub: This is the connection setting that should be selected for Serial, USB, or Bluetooth devices if the UTG Stub is on the same HOST machine as the device.
    • Address: This is the IP address that was configured in the UTG Stub.
    • Port: This is the Listen Port that was configured in the UTG Stub.
  • Direct TCP/IP: This is the connection setting that should be selected for an Ethernet or Wi-Fi-connected PIN Pad. 
    • Address: This is the IP address that was configured in the PIN-pad Hardware.
    • Port: This is the Listen Port that was configured in the PIN-pad Hardware.
    • (Default TCP Port is 12000)

Optional Settings

Note: Additional options are only provided based on the Hardware Capabilities. If your selected device model isn't showing an option listed here, it's possible the chosen hardware doesn't support this additional feature.

  • Manual Card Entry determines if you wish to allow manual card entry (MCE) via this device. If so, you should enable the checkbox for Enable MCE and select their desired CVV code, street number, and ZIP Code settings. (Required, Optional, or Disabled).
    • BIN Range Overrides determines if you wish to bypass specific card validations during manual entry for certain card types like gift cards. (e.g., bypass CVV, AVS, or expiration).
  • Contactless Enabled allows them to accept RFID-based transactions such as Google Pay or Apple Pay. 
  • Bypass Amount OK allows them to disable the amount OK screen. 
  • Cashback allows the setup of predetermined thresholds to have cash returned on purchase.
  • Tip allows U.S. UPP devices to enable tip prompting during checkout. 

For other settings not listed here, it is best to speak to a Shift4 Support Agent to identify and configure additional hardware features for your setup.

To save the settings, select OK once all options and requirements are completed. Repeat this step for each device you have set up.

Once all devices are added and set up, select Save at the top of the UTG (v2) TuneUp, and it will close. You can now restart your Universal Transaction Gateway services or Stand Alone.

Test a transaction from the interface to validate communication at this time.

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