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      Install Texada Pay Card Reader Software and Hardware in North America

      Describes how to install the software required to use card reader hardware with Texada Pay.

      Type

      How to

      Audience

      SRM Counter and Bookkeeper

      Product

      Texada Pay

      In This Article

      Context

      Texada Pay is powered by OpenEdge Payments software and is compatible with the Texada Pay card reader console hardware issued to you by Texada Software. 

      You must install the software on the computer you intend to use as your payment console and configure the hardware before you can use Texada Pay to take credit and debit card payments in person at your company. 

      Before You Begin

      Required: 

      • Available computer to use as a payment console
      • OpenEdge Remote Client Manager software
      • Administrator credentials for your computer
      • Available Texada Pay card reader console
      • Processing account information
      • Terminal identification numbers for debit and credit (if applicable)

      Optional: 

      • Information about your card reader console type
      • Information about which COM port your console uses
      • Custom default message (less than 30 characters) for your customer to see on the console

      Steps

      Install the OpenEdge Remote Client Manager software

      Note: If your card reader hardware is plugged into your computer during the software installation, the card reader hardware drivers are automatically installed at the same time

      1. Log in to the computer you intend to use as your payment console with an administrator account
      2. Double-click the RCM installation package
        The RCM installation wizard opens
        Note: Contact Texada Support to obtain the RCM installation package
      3. Click Next
        The End User License Agreement screen opens
      4. Click I accept the terms in the license agreement
      5. Click Next
        The Shared User Setting Configuration screen opens
      6. Do one of the following:
        1. Click System-wide if you need your console settings to be the same for all your users
        2. Click User-specific if you need your console settings to be different for each user
      7. Click Next
        The Ready to Install the Program screen opens
      8. Click Install
        The installing screen opens

        When the installation completes, the Please Restart pop-up opens
      9. Click OK
        The InstallShield Wizard Completed screen opens
      10. Click Finish
      11. Restart your computer
        Your card reader console software is installed

      Configure and test your card reader hardware

      Once your software is set up, you must set up and ensure your card reader hardware operates as expected.

      The method for setting up and testing your card reader hardware depends on the card reader model. Choose your Texada Pay card reader hardware model from the list and do the following:

       

      Automatically detect your card reader model and COM port

      1. Plug the card reader into a USB port on your PC and a power outlet
      2. Right-click the RCM tray icon
      3. Click Device Configure
        The Device Setup pop-up opens
      4. Click Auto Detect
        The connected console is correctly identified and selected
      5. Click Ok
        Note: You must still select and configure non-EMV consoles

       

      Ingenico iPP320 (Non-EMV) Card Reader

      1. Plug the card reader into a USB port on your PC and a power outlet
      2. Right-click the RCM tray icon
      3. Click Device Configure
        The Device Setup pop-up opens
      4. Use the PIN Pad Device dropdown to select Ingenico iPP320 
        The available pop-up options are updated

        Note: When the automatic detect functionality discovers an Ingenico iPP320 console is connected to your computer, the pop-up defaults to the US EMV option 
      5. Use the COM Port dropdown to select the port the console uses 
      6. Optional: Type the default message that appears to your customers in the Default Message field
        Note: The default message must be 30 characters or less
      7. Click Load Forms to Device to add your processing account’s information, such as debit and credit processing, to the console
        Notes:
        -This may take several minutes. Avoid interrupting the process where possible
        -You must have unique credit and debit processing accounts set up for each console when using Canadian EMV functionality
        -Contact Texada Support for assistance with obtaining and configuring your processing accounts
        Your account preferences and information are loaded to the console
      8. Optional: Click Test and follow the prompts on the card reader console to check if the device functions as expected. When you are finished, press the OK button on the console
      9. In the Device Setup pop-up, click Ok
        Your card reader console is configured and ready for use with Texada Pay

       

      Ingenico iPP320 (Canadian EMV)

      1. Plug the card reader into a USB port on your PC and a power outlet
      2. Right-click the RCM tray icon
      3. Click Device Configure
        The Device Setup pop-up opens
      4. Use the PIN Pad Device dropdown to select Ingenico iPP320 (Canadian EMV)
        The available pop-up options are updated

        Note: When the automatic detect functionality discovers an Ingenico iPP320 console is connected to your computer, the pop-up defaults to the US EMV option 
      5. Type your processing account terminal identification numbers IDs in the Debit TID and Credit TID fields
      6. Click Load Settings to Device to load your identification numbers to the card reader console
        Notes: 
        -This may take several minutes.  Avoid interrupting the process where possible
        -You must have unique credit and debit processing accounts set up for each console when using Canadian EMV functionality
        -Contact Texada Support for assistance with obtaining and configuring your processing accounts
        Your identification numbers are loaded to the console
      7. Optional: Click Test and follow the prompts on the card reader console to check if the device functions as expected.  When you are finished, press the OK button on the console
      8. In the Device Setup pop-up, click Ok
        Your card reader console is configured and ready for use with Texada Pay

       

      Ingenico iPP320 (Canadian EMV Contactless)

      1. Plug the card reader into a USB port on your PC and a power outlet
      2. Right-click the RCM tray icon
      3. Click Device Configure
        The Device Setup pop-up opens
      4. Use the PIN Pad Device dropdown to select Ingenico iPP320 (Canadian EMV Contactless)
        The available pop-up options are updated

        Note: When the automatic detect functionality discovers an Ingenico iPP320 console is connected to your computer, the pop-up defaults to the US EMV option 
      5. Use the Default Language dropdown to select the default language that the card reader console displays in
      6. Use the COM Port dropdown to select the port that console uses 
      7. Click Load Settings to Device to load your identification numbers to the card reader console
        Notes: 
        -This may take several minutes. Avoid interrupting the process where possible
        -You must have unique credit and debit processing accounts set up for each console when using Canadian EMV functionality
        -Contact Texada Support for assistance with obtaining and configuring your processing accounts
        Your identification numbers are loaded to the console
      8. Click Load Forms to Device to add your processing account’s information, such as debit and credit processing, to the console
        Notes: 
        -This may take several minutes.  Avoid interrupting the process where possible
        -You must have unique credit and debit processing accounts set up for each console when using Canadian EMV functionality
        -Contact Texada Support for assistance with obtaining and configuring your processing accounts
        Your account preferences and information are loaded to the console
      9. Optional: Type the default message that appears to your customers in the Default Message field
        Note: The default message must be 30 characters or less
      10. Optional: Click Test and follow the prompts on the card reader console to check if the device functions as expected.  When you are finished, press the OK button on the console
      11. In the Device Setup pop-up, click Ok
        Your card reader console is configured and ready for use with Texada Pay

       

      Ingenico iPP320 (US EMV and EMV Contactless)

      1. Plug the card reader into a USB port on your PC and a power outlet
      2. Right-click the RCM tray icon
      3. Click Device Configure
        The Device Setup pop-up opens
      4. Use the PIN Pad Device dropdown to select Ingenico iPP320 (US EMV)
        The available pop-up options are updated

        Note: When the automatic detect functionality discovers an Ingenico iPP320 console is connected to your computer, the pop-up defaults to the US EMV option 
      5. Use the COM Port dropdown to select the port that console uses 
      6. Optional: Type the default message that appears to your customers in the Default Message field
        Note: The default message must be 30 characters or less
      7. Click Load Forms to Device to add your processing account’s information, such as debit and credit processing, to the console
        Notes: 
        -This may take several minutes. Avoid interrupting the process where possible
        -You must have unique credit and debit processing accounts set up for each console when using Canadian EMV functionality
        -Contact Texada Support for assistance with obtaining and configuring your processing accounts
        Your account preferences and information are loaded to the console
      8. Click Load Settings to Device to load your identification numbers to the card reader console
        Notes: 
        -This may take several minutes. Avoid interrupting the process where possible
        -You must have unique credit and debit processing accounts set up for each console when using Canadian EMV functionality
        -Contact Texada Support for assistance with obtaining and configuring your processing accounts
        Your identification numbers are loaded to the console
      9. Optional: Click Test and follow the prompts on the card reader console to check if the device functions as expected. When you are finished, press the OK button on the console
      10. In the Device Setup pop-up, click OK
        Your card reader console is configured and ready for use with Texada Pay

      Next Steps

          Set Up Texada Pay in the U.S.
       
      Set Up Texada Pay in Canada

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