Moneris VX 520 Manual de usuario

(06/16)

Moneris® VX 520

SETTING UP

YOUR TERMINAL

®MONERIS and MERCHANT DIRECT are registered trade-marks of Moneris Solutions Corporation. ®†Trademarks of AIR MILES

International Trading B.V. Used under license by LoyaltyOne, Co. and Moneris Solutions Corporation.TMMONERIS BE PAYMENT READY

& Design and BE PAYMENT READY are trade-marks of Moneris Solutions Corporation. All other marks or registered trade-marks

are the property of their respective owners.

photocopying, be reproduced or transmitted without the authorized consent of Moneris Solutions Corporation (“Moneris”).

This manual is for informational purposes only. Neither Moneris nor any of its afﬁliates shall be liable for any direct, indirect,

incidental, consequential or punitive damages arising out of use of any of the information contained in this manual.

Neither Moneris or any of its afﬁliates nor any of our or their respective licensors, licensees, service providers or suppliers

warrant or make any representation regarding the use or the results of the use of the information, content and materials

contained in this manual in terms of their correctness, accuracy, reliability or otherwise. Your Gift card processing is governed

by your Moneris Gift Program Agreement with Moneris. Your Loyalty card processing is governed by your Moneris Loyalty

Program Agreement with Moneris.

Your credit and/or debit card processing is separately governed by the Terms and Conditions of your Moneris VISA Merchant

Agreement, your Moneris MasterCard Merchant Agreement, your Moneris Discover Merchant Agreement, your Moneris UnionPay

International Merchant Agreement, your Moneris American Express Merchant Agreement, and/or your Moneris Interac

Merchant and Terminal Agreement (collectively the “Merchant Agreements”), as applicable with Moneris. It is the merchant’s

responsibility to ensure that proper card processing procedures are followed at all times. Please refer to your Merchant manuals

and the Terms and Conditions of your Merchant Agreement(s) for details. The Moneris Merchant Operating Manual is available at

moneris.com/support.

520-820-SYT-E (06/16)

Contents

Introduction 2

Before you get started 3

Important notes 3

Tips for moving through the menus on the terminal 4

Using the touchscreen on the external PINpad 4

Hardware setup 5

Connecting the cables to the all-in-one cable 5

Connecting the external PINpad cable to the terminal (optional) 6

Completing the hardware setup 7

Preparing the terminal for use 7

Communications setup 9

Dynamic IP communications setup 9

Static IP communications setup 9

Dial communications setup 11

Entering the initialization phone number 12

Using dial communications as backup for IP 13

Conﬁguring the external PINpad 13

Entering merchant IDs and terminal IDs 15

Initialization and logon 16

Additional options 17

Changing the terminal language 17

Enabling cashback, tip, or invoice number 17

For cashback option 17

For basic tip processing 18

For invoice number 18

Password Protection on Manual Entry 18

Enabling Password Protection on Manual Entry 18

Changing Manual Entry options 19

Enabling Gift & Loyalty programs 20

Gift & Loyalty initialization 20

Dial communications setup 21

Need help? 24

Other resources 24

Record your Moneris merchant ID here:

For more information

and assistance:

Web: moneris.com/support

Toll-free: 1-866-319-7450

32 SETTING UP YOUR TERMINAL: MONERIS® VX 520

Introduction Before you get started

Welcome to Moneris! This guide includes everything you need to know to set up

your VX 520 terminal and BE PAYMENT READYTM

.Important notes

1. Depending on the solution you ordered from Moneris, please conﬁrm that

you received:

Setup & Installation video

To make setting up even easier,

a VX 520 Setup & Installation video

is available online at

moneris.com/installation.

Note: This video only applies to a

standalone VX 520 terminal, not

to the VX 520 terminal with the

VX 820 external PINpad.

Standalone VX 520 terminal: VX 520 terminal with VX 820

external PINpad:

• the Moneris VX 520 terminal

• the power cable

• the dial cable

• the Ethernet cable

• thermal printer paper rolls

• the all-in-one cable

• the Moneris VX 520 terminal

• the VX 820 external PINpad with

RS232 connection cable

• the power cable

• the dial cable

• the Ethernet cable

• thermal printer paper rolls

• the all-in-one cable

2. If your terminal will be communicating with the Moneris host over High-

Speed Ethernet, please review the Moneris IP Readiness Checklist (available

at moneris.com/checklist) and ensure that your Ethernet service is ready to

support your terminal.

3. Make sure you have the following information (provided when Moneris

contacted you to conﬁrm your terminal order):

• Your 13-digit Moneris Merchant ID.

• Settlement type: System Close (Moneris automatically closes your batch at

the end of each day) or Merchant Close (you are responsible for closing your

batch at the end of each day).

• Communications type: Dial or IP/Ethernet (with or without dial backup).

• Optional features (e.g., gift cards, loyalty cards, Ernex Terminal ID).

If any of the above required elements are missing, please call Moneris Customer

Care at 1-866-319-7450.

Tips for moving through the menus on the terminal

• To scroll down or up, press the ﬁrst purple key on the left. The arrow above

the key indicates the direction (e.g., if the arrow points down, you can scroll

down).

• To change the direction of the arrow, press the yellow key.

• To select a menu item, press the grey function key (F1, F2, F3 or F4) that it

appears beside.

• To ﬁnish entering information and move on to the next step, press the green

key.

Using the touchscreen on the external PINpad

The VX 820 PINpad (referred to as the “external PINpad” in this guide) features

a 3.5 inches colour touch-sensitive screen (referred to in this guide as the

“touchscreen”). The external PINpad reacts when you touch various areas on

the touchscreen (icons) in the same way it reacts when you press a key on the

keypad.

Touchscreen tips

• Use your ﬁngertip or an approved stylus with a soft plastic tip.

• Do not use sharp or pointed objects (e.g., pens, pencils, golf tees, etc.) to press

icons on the touchscreen.

• Keep the touchscreen clean and free of ﬁngerprints by using a dry microﬁbre

cloth to wipe down the touchscreen.

• Do not use liquid cleaning agents, such as glass cleaner, on the touchscreen.

SETTING UP YOUR TERMINAL: MONERIS® VX 520

Hardware setup

Connecting the cables to the all-in-one cable

VX 520 Slide1.jpg

520 Dongle.jpg

Wedge Labelled.jpg

VX 520 ConnectionWe lllabelled.jpg

520 connect Power to PP.jpg

520 Connected PanelClosed.jpg

520 cables connected to JB.jpg

520 printer latch.jpg

520 Lid Open.jpg

520 paper loaded.jpg

520 MB Labelled.jpg

Connecting the cables to the Magic Box on the all-in-one cable

1. Insert the Ethernet cable into the ETH port.

2. Insert the dial cable into the dial port (marked

with the symbol).

3. Insert the power cable into the power port

(marked with the symbol).

IMPORTANT: You must use the exact power cable

provided by Moneris to work with the Moneris

VX 520 terminal. Failure to do so may affect the

operability of, or cause damage to, the equipment.

4. If you’re using the terminal as a standalone terminal, proceed to

Completing the hardware setup on page 7.

If you’re using the external PINpad, go to Connecting the external PINpad

cable to the terminal on page 6.

VX 520 Slide1.jpg

520 Dongle.jpg

Wedge Labelled.jpg

VX 520 ConnectionWe lllabelled.jpg

520 connect Power to PP.jpg

520 Connected PanelClosed.jpg

520 cables connected to JB.jpg

520 printer latch.jpg

520 Lid Open.jpg

520 paper loaded.jpg

520 MB Labelled.jpg

THE DIAL PORT

THE POWER

PORT

THE

ETHERNET

PORT (ETH)

VX520 Slide1.jpg

520Dongle.jpg

WedgeLabelled.jpg

VX520 Connection Well labelled.jpg

520connect Power to PP.jpg

520Connected Panel Closed.jpg

520cables connected to JB.jpg

520printer latch.jpg

520Lid Open.jpg

520paper loaded.jpg

520MB Labelled.jpg

VX520 Slide1.jpg

520Dongle.jpg

WedgeLabelled.jp g

VX520 Connection Well labelled.jpg

520connect Power to PP.jpg

520Connected Panel Closed.jpg

520cables connected to JB.jpg

520printer latch.jpg

520Lid Open.jpg

520paper loaded.jpg

520MB Labelled.jpg

VX520 Slide1.jpg

520Dongle.jpg

Wedge Labelled.jpg

VX520 Connection Well labelled.jpg

520connect Power to PP.jpg

520Connected Panel Closed.jpg

520cables connected to JB.jpg

520printer latch.jpg

520Lid Open.jpg

520paper loaded.jpg

520MB Labelled.jpg

VX520 Slide1.jpg

520Dongle.jpg

WedgeLabelled.jpg

VX520 ConnectionWe lllabelled.jpg

520connect Power to PP.jpg

520Connected PanelClosed.jpg

520cables connected to JB.jpg

520printer latch.jpg

520Lid Open.jpg

520paper loaded.jpg

520MB Labelled.jpg

SETTING UP YOUR TERMINAL: MONERIS® VX 520

Connecting the external PINpad cable to the

terminal (optional)

If you are using the VX 520 with the external PINpad, follow these steps.

Completing the hardware setup

Connecting the external PINpad cable to the terminal

1. Turn the terminal over so that the underside is exposed.

2. Remove the cover on the connection well:

a. Lift the latch at the bottom of the terminal.

b. Flip the lid up toward the top of the terminal

so that the connection well is exposed.

3. Connect the external PINpad’s RS232 cable to the

port labelled RS232.

Note: The all-in-one cable’s connectors will already

be in place. You may need to shift the other cables

out of the way in order to connect the external

PINpad’s RS232 cable.

4. Flatten down the RS232 cable against the left side

of the splitter and hold it down as you replace the

cover. Swing the cover back over the connection

well, snapping the latch at the bottom into place.

The RS232 cable and all-in-one connection cable

should both ﬁt snugly under the cover.

5. Proceed to Completing the hardware setup on page 7.

Connect the other ends of the cables

1. Plug the other end of the Ethernet cable into the router/switch/hub/

internal wiring – whatever is applicable to the high-speed Internet service

at your speciﬁc location (please refer to the Moneris IP Readiness Checklist

if necessary; available at moneris.com/checklist).

2. Plug the other end of the dial cable into an analog phone jack.

Recommendations: Use a dedicated phone line for the terminal. Sharing

the line with another device can cause communication problems on the

terminal. If using a splitter, test both devices and note that the terminal

and the other device cannot use the phone line at the same time.

3. Plug the other end of the power cable into a wall jack.

Recommendation: Use an extension cord with surge protection.

Preparing the terminal for use

1. Wait while the device powers up. When the applications menu appears,

proceed to step 2.

2. Change the terminal’s password:

IMPORTANT: You will need to use this password every time you log on and

whenever you need to change settings so be sure to create a password you

can remember that is difﬁcult for others to guess.

Note: If the manager password is entered incorrectly ﬁve times in a row, the

terminal will lock and will be unable to perform transactions. To unlock the

terminal, contact Moneris Customer Care at 1-866-319-7450 and request

a password reset.

a. At the applications menu, select DEBIT & CREDIT. The “Change Password”

menu appears.

98 SETTING UP YOUR TERMINAL: MONERIS® VX 520

b. At the “New Password:” prompt, key in a password to be used as your

manager password and press the green key.

Note: The password must be 5-10 digits long and must consist of numbers

only.

The “Conﬁrm:” prompt appears.

c. Re-key the manager password and press the green key.

The applications menu appears.

3. Load paper:

Note: You must use thermal-sensitive paper rolls. Shop for point-of-sale supplies

and paper online at shop.moneris.com.

a. Open the paper well (located above the display screen): Look for the

symbol on the dark plastic latch, gently pull up on the latch, then lift the

paper well lid up and back.

b. Prepare the new paper roll: Remove the sticker and unwind the roll past

any sticker residue on the paper, then tear off the unwound portion of the

paper.

c. Place the paper roll into the paper well so that the paper rolls out from the

underside of the roll.

d. Pull the leading edge of the paper up until any glue residue on the paper

roll is past the cutting teeth of the printer.

e. Close the printer cover and lock it by gently pressing directly on it until it

clicks shut.

f. Tear off the loose end of the paper by pulling it down then sideways across

the metal teeth.

g. From the applications menu, select DEBIT & CREDIT, and then press the 3

key to feed paper through the printer and ensure it is working properly.

h. Press the (asterisk) key to return to the applications menu.

4. Proceed to Communications setup on page 9.

Communications setup

Ensure the communications cables are properly connected to the all-in-one

cable based on your communications type before proceeding with these steps.

Refer to Connecting the cables to the all-in-one cable on page 5 for more

information.

Dynamic IP communications setup

The terminal is already conﬁgured for dynamic IP communications.

• If your business is using dynamic IP communications, skip this section and

proceed to Using dial communications as backup for IP on page 13.

• If you’re using Static IP, proceed to Static IP communications setup below.

• If you’re using Dial communication, proceed to Dial communications setup on

page 11.

Static IP communications setup

IMPORTANT: Disconnect the Ethernet cable from the all-in-one cable BEFORE

completing these steps.

1. From the applications menu, press the 2 key.

The VCS Ethernet screen appears.

2. Press the ﬁrst purple key on the right (below the icon).

The Ethernet Conﬁg menu appears.

3. Select IP.

The IP Conﬁguration menu appears.

4. On the IP Conﬁguration menu, at the “IP Settings” prompt, select Edit.

5. Select Static.

1110 SETTING UP YOUR TERMINAL: MONERIS® VX 520

Dial communications setup

Ensure the dial communication cable is properly connected to the all-in-one

cable before proceeding with these steps. Refer to Connecting the cables to the

all-in-one cable on page 5 for more information.

1. From the applications menu, select DEBIT & CREDIT.

2. When the transactions menu appears, press the green key to access the

CONFIGURATION menu.

3. Select Setup, key in the manager password and press the green key.

4. Scroll down and select Host.

5. At the “Comm Link Type” prompt, select Edit, select Next until “Dial” appears,

then select Slct.

6. Select Next until “Settle Comm Type” appears.

7. At the “Settle Comm Type” prompt, select Edit, select Next until “Dial”

appears, then select Slct.

8. Select Exit, then select OK to save changes.

The Setup menu appears.

9. If you need to dial a preﬁx (for example, a 9) to connect to an outside line,

complete the steps below. If not, go to step 10.

a. On the Setup menu, scroll down and select Terminal.

b. Select Next until “PABX Code” appears.

c. Select Edit, key in the preﬁx (e.g., 9) and press the green key.

d. Select Exit, then select OK to save changes.

10. Press the red key, then press the (asterisk) key to return to the

applications menu.

11. Proceed to Entering the initialization phone number on page 12.

6. If your Ethernet network requires the parameters listed below, perform steps 7

and 8 for each parameter. Otherwise go to step 9.

Note: Contact your Internet Service Provider (ISP) to determine the addresses

for these parameters.

• IP Address

• Subnet mask

• Gateway IP Address

• DNS1 IP Address

• DNS2 IP Address

7. Select Next to view these parameters.

8. Select Edit to key in the address for each of these parameters. To key in a

period (.), press the 1 key, then the press the ALPHA key once. Press the green

key when ﬁnished entering each parameter.

9. Once all ﬁve static IP parameters have been entered, select Exit, then select

Yes to save changes.

The system repairs the connection and prompts you to press any key.

10. Press any key on the keypad to return to the Ethernet Conﬁg menu.

11. Press the red key, then press the (asterisk) key to return to the

applications menu.

12. Re-connect the Ethernet cable to the ETH port on the Magic Box (see page 5).

13. Proceed to Entering merchant IDs and terminal IDs on page 15.

1312 SETTING UP YOUR TERMINAL: MONERIS® VX 520

Entering the initialization phone number

1. From the applications menu, select DEBIT & CREDIT.

2. When the transactions menu appears, press the green key to access the

CONFIGURATION menu.

3. Select Setup, key in the manager password and press the green key.

4. Scroll down and select Comm.

5. On the Edit CPT menu, select Next until “Pri Init Phone” appears.

6. Select Edit, key in the initialization phone number as follows, and then press

the green key.

Note: Do not enter dashes (-) or spaces between the numbers.

7. Select Exit, then select OK to save changes.

8. Press the red key, then press the (asterisk) key to return to the

applications menu.

9. Proceed to Entering merchant IDs and terminal IDs on page 15.

If your merchant ID begins with: Key in:

00301 1-888-699-7299

00302 1-888-358-8602

00304 1-888-332-8433

Using dial communications as backup for IP

When you have ﬁnished setting up communications for IP:

1. Plug in the dial cable: Follow the Connecting the cables to the all-in-one cable

steps on page 5.

2. On the applications menu, select DEBIT & CREDIT.

3. When the transactions menu appears, press the green key to access the

CONFIGURATION menu.

4. Select Setup, key in the manager password and press the green key.

5. Scroll down and select Host.

6. Select Next until “Backup Support” appears.

7. Select Edit, select Next until “Auto Backup” appears, and then select Slct.

8. Select Exit then select OK to save changes.

9. Press the red key, then press the (asterisk) key to return to the

applications menu.

Conﬁguring the external PINpad

If you ordered the optional external PINpad, follow these instructions to

conﬁgure the external PINpad to work with the terminal.

Note: Before you conﬁgure the external PINpad, make sure you have followed the

Connecting the external PINpad cable to the terminal instructions on page 6.

IMPORTANT: You must conﬁgure the external PINpad on your terminal BEFORE

following the instructions in Initialization and logon on page 16.

1. From the applications menu, select DEBIT & CREDIT.

2. When the transactions menu appears, press the green key to access the

CONFIGURATION menu.

1514 SETTING UP YOUR TERMINAL: MONERIS® VX 520

1. From the applications menu, select DEBIT & CREDIT.

2. When the transactions menu appears, press the green key to access the

CONFIGURATION menu.

3. Select Setup, key in the manager password and press the green key.

4. Scroll down and select Merchant.

“Term Id” appears.

5. Select Edit, key in the Moneris Terminal ID (the eight-digit number starting

with “M2” found on the side of the terminal, e.g., M2123456) and press the

green key.

Note: To key in the letter M, press the 6 key, then press the ALPHA key once.

6. Select Next until “Merch Num.” appears.

7. Select Edit, key in your 13-digit Moneris Merchant ID (e.g., 0030123456789)

and press the green key.

8. Select Exit, then select OK to save changes.

9. Press the red key, then press the (asterisk) key to return to the

applications menu.

10. Proceed to Initialization and logon on page 16.

Entering merchant IDs

and terminal IDs

3. Select Setup, key in the manager password and press the green key.

4. On the SETUP menu, select Terminal.

The Edit Terminal menu appears.

5. Select Next until “PINPad Type” appears.

6. Select Edit, then select Next until “External XPI” appears.

7. Select Slct.

8. Select Exit, then select OK to save changes.

9. Press the red key, then press the (asterisk) key to return to the

applications menu.

10. Power down and restart the terminal (disconnect the power supply and

reconnect).

11. Proceed to Entering merchant IDs and terminal IDs on page 15.

1716 SETTING UP YOUR TERMINAL: MONERIS® VX 520

1. From the applications menu, select DEBIT & CREDIT.

2. When the transactions menu appears, press the green key to access the

CONFIGURATION menu.

3. Scroll down and select Initialize.

4. When “Retain ID?” appears, select Yes.

5. When “Transmitting…” and “Receiving…” appear, please wait while the

terminal communicates with Moneris.

6. When the initialization is ﬁnished, “Init Successful” appears on the terminal,

then the transactions menu appears.

7. On the terminal, at the transactions menu, press the green key to access

the CONFIGURATION menu.

8. Scroll down and select Host Logon.

9. At the “Password:” prompt, key in the manager password and press the

green key.

10. “Logon Success” appears, then the transactions menu appears.

Your terminal is ready to process transactions.

Changing the terminal language

1. From the applications menu, select DEBIT & CREDIT.

2. When the transactions menu appears, press the second purple key from the

left.

The Set Language screen appears.

3. Select ENG (English) or FRN (French).

4. The transactions menu reappears in the selected language.

Enabling cashback, tip, or invoice number

1. From the applications menu, select DEBIT & CREDIT.

2. When the transactions menu appears, press the green key to access the

CONFIGURATION menu.

3. Select Setup, key in the manager password and press the green key.

The SETUP menu appears.

For cashback option

To change the default values for cashback and to optimize dial communications

for use with cashbacks, please refer to the VX 520 Webhelp available at

moneris.com/support.

1. From the SETUP menu, select Terminal.

2. Select Next until “CashBack Option” appears.

3. Select Edit, then select On.

4. Select Exit, then select OK to save changes.

The terminal returns to the SETUP menu.

Initialization and logon Additional options

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