Eclipse Chip & PIN for Payment Processing - Epicor Cards... · Disclaimer This document is for...

Eclipse Chip & PIN for Payment Processing Release 9.0.3

Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contained herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publication of this document. Epicor® is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners.

Copyright © Epicor Software Corporation. All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation. Publication Date: August 16, 2017

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Table of Contents Chip & PIN Overview .................................................................................................................................. 1

Chip & PIN Installation Requirements ......................................................................................................... 3

Software Prerequisites .............................................................................................................................. 3

Hardware Prerequisites ............................................................................................................................. 3

Using the triPOS Automatic Installation ...................................................................................................... 5

triPOS Eclipse Release 9.0.2 Upgrade Procedure ......................................................................................... 7

Functionality Release Requirements ..................................................................................................... 7

TriPOS Configuration Process for Release 9.0.3 .................................................................................. 7

Setting Up Chip & PIN in Eclipse .............................................................................................................. 12

Using the Chip & PIN Interface .................................................................................................................. 13

Running the Chip & PIN Verification .................................................................................................... 13

Canceling Transactions ........................................................................................................................... 14

Who to Contact About Errors ................................................................................................................. 14

How the System Handles Transaction Receipts ...................................................................................... 14

Reviewing triPOS Transaction Responses .................................................................................................. 17

© 2017 Epicor Software Corporation. All rights reserved. 1

Chip & PIN Overview Epicor and Vantiv Integrated Payments have collaborated on a solution that supports both the Chip & PIN credit card processing and the devices connected through the Vantiv Express platform. A chip & PIN credit card contains a microchip for processing in addition to the magnetic strip. The solution uses a special triPOS application and device to interface between the Eclipse application and the Vantiv Integrated Payments platform. The triPOS device is designed to process the Chip & PIN transactions and supports processing of debit and credit transactions through the Vantiv Integrated Payments Express platform.

The triPOS payment processing application accepts requests from business management software suites for processing end-to-end financial transactions through the Express platform:

The following sequence details the interactions that take place between the different components during a typical payment transaction with triPOS :

1. Eclipse sends a payment request to the triPOS payment processing application: a service running on the local PC at the counter.

2. triPOS interfaces with the PINpad to obtain the card information, manages cardholder selection of options and verification, then retrieves the EMV tags or tokens required to complete the transaction.

3. If necessary, triPOS sends the transaction to the Express platform to be forwarded to the card-issuing bank for approval.

4. After receiving a response from the Express platform, triPOS proceeds with final validation of the transaction with the PINpad.

5. triPOS generates the merchant and cardholder receipts. triPOS then returns a complete response to Eclipse, including the receipts.

6. Eclipse creates a payment in the Totals tab and prints the receipts on the Ship Ticket and Invoices form returned by triPOS .

Note: If you use Eclipse Forms, the system prints the receipt received by triPOS on your form in the standard receipt location.

Use the Chip & PIN Installation and Configuration to set up your system to interface to the Express platform using the triPOS payment processing application in order to support card present and Chip & PIN (EMV) transactions. triPOS uses the local TCP/IP socket connection to process payments. triPOS

Chip & PIN Overview Rel. 9.0.3 Beta

2 © 2017 Epicor Software Corporation. All rights reserved.

accepts an XML-formatted request message and returns an XML-formatted response. The XML format of a triPOS message is similar to that of the Express platform.

The system handles credit card and debit card transactions equally. The only requirements are the credentials passed by Vantiv Integrated Payments and the application identifiers.

For information about how the Eclipse system interfaces with the Chip & PIN device, see Using the Chip & PIN Interface.

Note: Content within the Chip & PIN documentation used with permission from Vantiv Integrated Payments, Inc.

Rel. 9.0.3 Beta Eclipse Chip & PIN for Payment Processing


Chip & PIN Installation Requirements The triPOS payment processing application consists of binary files, configuration files, and supporting files hosted in a dedicated directory structure. In addition, two separate directories receive runtime log files and transaction receipts are required. Each site that runs the Chip and PIN program needs to install the software independently.

Note: We recommend a system administrator complete the tasks outlined in this section to ensure the safe and accurate installation.

This topic addresses the following information:

• Software Prerequisites

• Hardware Prerequisites

• Starting triPOS Services on a Windows Machine

Software Prerequisites Eclipse and the triPOS payment processing application reside on the same physical machine to which a PIN pad is attached using a serial connection.

From this deployed installation, the triPOS payment processing application communicates with the Express platform through a secured Internet connection. triPOS accepts communication only from software running on the lcoal PC, therefore Solar is the only supported interface for Chip & PIN.

Note: Eclipse server calls to triPOS are not supported, therefore the Eterm interface is unable to operate with triPOS , nor can triPOS be run on any terminal server because it only accepts calls from the local PC.

In Eclipse, you must have administrator privileges on the workstation on which you are setting up the device. Additionally, you should create a specific Terminal ID in Solar for the device.

Hardware Prerequisites As of Release 9.0.2, Eclipse requires the following to process chip and PIN payments properly:

• Ingencio iSC250

Chip & PIN Installation Requirements Rel. 9.0.3 Beta


• Powered USB cable included with the device.

Note: If you do not have a powered USB cable, the device may not function properly. Contact Vantiv Integrated Payments for a replacement.

• AC Adapter model:

For more information about configurations, see Chip & PIN Configurations.



Using the triPOS Automatic Installation In order to ease the triPOS installation, Eclipse provides a triPOS Setup Wizard. This wizard runs an installer that installs both the required driver for your chip & PIN devices and the triPOS software needed to accept payment transactions using the chip-enabled credit cards.

Note: You must be logged in to Solar as an administrator. Right-click on the Solar icon and select Run as Administrator when you launch Solar.

Important: For users on Eclipse Release 9.0.1.1.8, you should contact Eclipse Support for additional configuration. This Eclipse Release does not have the check marks for Test Mode or EMV. You will need assistance setting these up manually. For users on Eclipse Release 9.0.2 and above, review the triPOS 9.0.2 Upgrade Procedure before running this procedure.

To run the triPOS installation:

1. If not already on, power up your Ingencio device and wait for the triPOS splash screen to display:

2. If not already open, right-click on the Solar icon and select Run as Administrator and log in.

Note: You must have the SUPERUSER and CREDIT.CARD.SETUP authorization keys assigned to complete this setup successfully.

3. From the System > System Files > Credit Card Setup menu, select triPOS Install to display the installation wizard.

4. In the Configuration Information window, enter the following for which you are installing:

• Company name - The company name for which you are installing. This name displays on the PIN pad device's welcome screen.

• Branch - The branch to determine from where the system should gather the Additional Credit Card information, such as the acceptor ID, account ID, and account token. Eclipse populates this information for you.

• Server Listener Port - The port number populated by Eclipse according to available ports on the network. We do NOT recommend changing this number.

• Test Mode - Select this check box for running in Test/Certification mode. Leave deselected for Production mode.

Using the triPOS Automatic Installation Rel. 9.0.3 Beta


• EMV Supported - Select this check box to Enable EMV cards (also called Chip Cards, Smart, or IC Cards).

5. Click Next.

6. In the Default Lane Setting and Serial/USB Information window, click Next to accept the defaults:

• Terminal ID - The terminal ID setup for this workstation as defined in Eclipse Branch Maintenance (not from Eclipse Terminal Maintenance).

• Lane - View only. Populated from Eclipse based on network settings.

• Manual Entry Allowed - Select to allow users to manually enter account numbers on the PIN pad.

• Device - Populated with the Ingencio device information. As of Release 9.0.2, this is the only device with which Eclipse is compatible.

• COM Port Number - The available port on the network.

7. In the Ready to Install triPOS window, click Install.

A progress window displays the percentage complete as the installation continues. Do not close this window once the installation process has started.

8. At the TriPOS Installation Complete prompt click OK.

9. Click Finish.

10. At the confirmation prompt, click Yes.

The device restarts automatically to apply the settings with updated drivers.



triPOS Eclipse Release 9.0.2 Upgrade Procedure Address the following for the triPOS application that is connected to the Vantiv Credit Card Payment Process application (formerly Element):

Functionality Release Requirements The following releases are required for the corresponding functionality:

• Release 9.0.3 - triPOS 5.10 and new installer. We recommend this release as the minimum as it includes the updated triPOS version.

• Release 9.0.2.1.3 - Supports secondary non-credit card signature devices. We recommend this release for sites that use Innovo for non-credit card signatures.

• Release 9.0.2.0.6 - Supports non-credit card signatures. We recommend this as a minimum version. This version accepts both CC and non-credit card signatures on the triPOS device.

• Release 9.0.1.1.8 - This release is GA for triPOS, but does not support non-credit card signatures. The installer does not include certain options, and therefore requires some manual configuration of triPOS config file. We no longer recommend this version and encourage an upgrade.

triPOS Configuration Process for Release 9.0.3 If you already have triPOS on your computer, you must stop the triPOS service. Then, you must uninstall the old version and install the newer triPOS application. Lastly, check your terminal ID setup in Solar. This process ensures the newest version of the triPOS system is running for Release 9.0.3.

To stop triPOS:

1. From your Start menu, search for and select Administrative Tools.

2. Double-click Services.

3. Right-click on triPOS.NET and select Stop.

triPOS Eclipse Release 9.0.2 Upgrade Procedure Rel. 9.0.3 Beta


Uninstall triPOS:

1. From your Start menu, select Control Panel.

2. Double-click Programs and Features.

3. Right-click triPOS and select Uninstall.



Install new triPOS:

1. Launch the Solar application.

2. From the System > System Files > Credit Card Setup menu, select triPOS Install.

3. In the triPOS setup window, use the Company Name and Branch fields to indicate where you

setting up triPOS.

triPOS Eclipse Release 9.0.2 Upgrade Procedure Rel. 9.0.3 Beta


Important: For a live/Production account leave the first check box deselected.

4. To accept chip-enable credit cards (EMV cards), select the second check box.

5. Click Next.

The system populates the Default Lane Setting and Serial/USB Information screen.

6. Check the Com Port Number field. If the field displays In Use, select an available com port to use.

Note: If you know your device has already been plugged in and is assigned a com port, then you need to unplug your device, exit the installer and start over. This releases the com port and makes it available to select.

7. Click Next.

8. Click Install.

The system displays a progress window indicating the download status.

9. When complete, a triPOS Installation Complete window displays. Click OK and then Finish.

10. Click Yes at the confirmation window to exit the setup.

You can confirm your setup was successful by returning to the Programs and Features window and checking for the triPOS application.



Note: If triPOS did not automatically start its process, use the same Stop triPOS process

as above and select Start.

To check the terminal ID:

1. From the Control Panel, select the gear icon and then select Solar Preferences.

2. In the General tab, check the Terminal ID.

• If populated, the setup process is complete.

• If blank, from the System > System Setup menu, select Terminal ID.

3. Highlight the terminal ID you want to use.

4. From the File menu, select Credit Card.

5. Select Connect to TriPOS when Card Present Selected.

6. If you use signature capture only, then select Connect to TriPOS for Signature Capture Only. This is optional and should be selected based on your sites needs and preferences.

Setting Up Chip & PIN in Eclipse Rel. 9.0.3 Beta


Setting Up Chip & PIN in Eclipse Before using the chip & PIN interface, you must activate it for each terminal. branch in the system. The terminal ID for the workstation running the device must be unique to that workstation. Sharing terminal IDs may cause unexpected results on other workstations when attempting to take credit card payments. We highly recommend keeping a separate ID for each workstation.

To activate the chip & PIN interface for the terminal:

1. From System > System Files menu, select Terminal Setup.

2. From the File menu, select Credit Card.

3. Select Connect to TriPOS when Card Present Selected.

Note: When this option is enabled, the system ignores the PIN Debit Enabled option set in Additional Credit Card Information from Branch Maintenance.

4. Click OK and close Terminal Setup.

The Account ID, Account Token, Terminal ID and Acceptor ID (also referred to as MID or Merchant ID) are values provided by Vantiv Integrated Payments that need to be populated in the screen for successful PASS and key-entered transactions that are performed directly with the Vantiv Express platform. For more information, see the Vantiv Integrated Payments documentation.



Using the Chip & PIN Interface Epicor and Vantiv Integrated Payments have collaborated on a solution that supports both the Chip & PIN credit card processing and the devices connected through the Vantiv Express platform.

The Eclipse system behavior for Credit Card Processing with Vantiv has been modified at the branch level. These modifications help Eclipse communicate with the triPOS application that runs locally on the PC that the Verifone device is connected. The communication occurs when the Sales Order Entry user selects Sale and chooses Card Present as the capture form for a new card. Then, the triPOS application takes over and communicates with the device leading the user through prompts to process the Chip & PIN credit or Interac Debit transaction. After the transaction is complete or canceled, the device communicates the result back to Eclipse for payment creation or error or decline recording.

Important: The Sales Order Entry change log captures canceled transactions, declined credit card transactions, Force Stop actions and any triPOS response messages for easy tracking and review.

Note: The triPOS application is not used when PASS information is selected for the Sale transaction in Customer Maintenance.

Running the Chip & PIN Verification The triPOS service on the counter computer runs as a local web service. The XML configuration file specifies which port on the PC handles communication between Eclipse and triPOS device. The Eclipse programs are configured so a port is specified and ensures communication with the device.

Note: If you are using the Starship companion product in conjunction with the Chip & PIN device, you cannot use the authorization phantom and must handle authorization outside the Chip & PIN device.

When the user selects Sale in the Solar Charge Credit Card screen and selects the Card Present option, a successful communication with triPOS application displays:

You can stop the process, if needed. If you select Force Stop, the system alerts you that the process was stopped while waiting for a response from triPOS. The card processing is canceled and you can try again.

If the transaction is unsuccessful the system alerts you that an error occurred when creating the Vantiv session.

Using the Chip & PIN Interface Rel. 9.0.3 Beta


Make sure the triPOS service is started. When the device is connected to the PC successfully, the screen displays TRIPOS on the screen. The triPOS application steps users through a series of prompts. The prompts depend on the issued card, selected options and processing options.

For information about how to apply payments to sales order, see Applying Payments to Sales Orders in the Sales Management online help documentation.

For information about authorizing sales amounts, see Authorizing Credit Card Sales Amounts on Orders or Completing Credit Card Payment Authorizations in this documentation.

Canceling Transactions If you need to cancel the transaction through Eclipse, click Force Stop on the Chip & PIN Card Capture window. This action may cause Eclipse not to create a payment. Eclipse alerts the user and prompts for confirmation to stop the process.

If a user needs to cancel the transaction with the triPOS device, use the Cancel button on the triPOS device. This cancels the transaction and avoids creating a successful transaction with the Express platform resulting in a corresponding payment in Eclipse. The Cancel button tells the triPOS application to send a message to Eclipse that the transaction failed resulting in Eclipse closing the “wait” screen and logging a failed payment attempt.

Note: Do not use the exit button in Eclipse ( ). The transaction will not quit correctly.

Who to Contact About Errors If errors occur with the prompts and behavior of the triPOS application on the device, contact the Vantiv Integrated Payments Customer Care staff: [email protected] or 1-866-435-3636.

If the connection between Eclipse and triPOS causes errors and payments are not getting created, or a successful “wait” screen does not display in Eclipse, contact Eclipse application support through the customer care website:: http://epicor.com/distribution/, click Customer Login at the top of the page and click Eclipse.

How the System Handles Transaction Receipts In addition to data elements returned by the Vantiv Integrated Payments platform, a typical triPOS XML response also contains compliant receipts in an HTML format that the can use for printing. If you are using Eclipse Forms, the system replaces the normal receipt area with a transaction receipt from the triPOS system.

If you are using Eclipse Forms, the credit card verification displays within the Description field to ensure that the appropriate receipt is provided:

• Online PIN Card

http://epicor.com/distribution/



• PIN Card

• No CVM Card

Using the Chip & PIN Interface Rel. 9.0.3 Beta


• No PIN Card



Reviewing triPOS Transaction Responses Use the API Activity Logs and API Activity Log Configure to log and monitor triPOS transaction responses in Eclipse. For example, you can monitory the sales and authorizations processes or PASS Transactions. Use this in addition to the PASS Reconciliation Utility to monitor transactions.

To enable triPOS activity logging:

1. From the System > System Programming > API Maintenance menu, select API Activity Log Configure.

2. In the Transaction column, search for >>>

3. In the corresponding State column, select On.

4. Use the Count and Day columns to limit the number of logs you want to maintain.

For more information about logging, see Configuring API Calls in System Maintenance online help documentation.

To review triPOS transaction responses:

1. From the System > System Programming > API Maintenance menu, select API Activity Logs to display the API Activity Logs window.

2. Set the header fields to display the logs you want to review.

3. Review the information as needed for triPOS responses.

Note: If a credit card has failed to process, use the Error Info tab to review the error information. The system indicates the reason for the fail and how long the system waited for a response, if available.

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