EFTPOS Installation Guide - Citrix & Terminal Services

Overview

Payment Express EFTPOS PINpads are connected locally to the thin client and are mapped through using Citrix's ICA and Terminal Service's RDP protocols to a server with Citrix MetaFrame or Terminal Services installed. This means that reliability is directly related to the ability of the Citrix/Terminal Services and internet connection to maintain a stable COM PORT mapping (PORT redirection) between the Thin Client and Citrix/Terminal Server.

An experienced Citrix/Terminal Services Administrator should be able resolve these issues (we do provide recommended startup scripts, tweaks for most thin client serial port mapping and technical advice). We've solved/help solve all problems presented thus far.

EFTPOS Installation Guide - Citrix & Terminal Services

System Prerequisites

Supported Terminal Services platforms are currently:

  • Windows 2000 Server
  • Windows 2003 Server
  • Windows Server 2008 R2

You will need administrator access to install the software and permanent write privileges for the thin client users on the system (install volume) for temporary storage of transaction information.

A free COM port on each thin client is required.

There are 3 components that will need to be installed on the Terminal Services application server.

EFTPOS Software Components

The Terminal Services/Citrix EFTPOS package contains the following components of the PX EFTPOS system.

Active X Control

The ActiveX object is used to integrate your Point Of Sale applications to work with the Payment Express PINpads. It resides on the Terminal Services server and is registered globally for all users. It handles all EFTPOS transaction processing and communicates with the PINpad Client processes. Reference material can be found here.

Pinpad Client process (pxpp.exe)

The PINpad controller application resides in the Thin Client's home path on the terminal server and is run when the client connects. The PINpad will not finish initializing without this service. It also handles the printer device, which is compulsory, so needs to be configured correctly for the PINpad to work. The application connects to the communication server (pxeftp.exe), which is installed as a service on the terminal services server. This connection facilitates sending the transaction information to Payment Express. Configuration information is available here.

EFTPOS Communication Server service (pxeftp.exe)

The communication server listens for connections from PINpad clients and then sends the transaction information it receives off to the banking network. Various connection types can be set up and redundant connections can be pre-configured to fail over to secondary connections after an allotted period of time set in the configuration file. This application resides on your terminal services server, so that all the PINpad clients on each thin client talk to it. Configuration information is available here.

Installing the Software

Terminal Services Files

Step 1:

Copy terminal services files to:

{default hard drive location:}\Program Files\DPS\EFTPOS\

Step 2:

Register dpseftx.ocx (ActiveX Component) regsvr32 "{drive}:\Program Files\Dps\Eftpos\dpseftx.ocx"(in the install.bat).

Step 3:

In pxeftp_cfg.txt change the

127.0.0.1

To the IP address of the terminal server.

Step 4:

If you can telnet eft6.paymentexpress.com on port 61 from terminal server successfully, start the pxeftp.exe. In command prompt {default hard drive location:}\Program Files\Dps\Eftpos\:

PXEFTP.exe install

net start paymentexpresspxeftp(or install.bat)

Make sure the service is started in services.msc. Service name: "Payment Express EFTP : Uplink Line Driver".

User Profile Files

Step 1:

Update the pxpp_cfg.txt's 127.0.0.1 tag to the IP address of the Terminal Server.

Step 2:

On thin client profile copy files across:

Thin Client %HomePath%

When Connecting Your Thin Client to the Terminal Services server

  • You will need to map through your COM port to be used for the Pinpad.
  • You will need to execute pxpp.exe upon connection.

Logging on the terminal

Start up the DPS EFTPOS client. You should have a green light with the status set to Ready. If this is a red light it should say the reason next to it. It will say Pinpad Offline if your Pinpad is disconnected or pxpp.exe isn't running. It could also sayLink Offline if the Communication Server service isn't running or you have a network issue.

Eftpos Client Ready Status

The first time you use the thin client, you will need to load your merchant number. Please click the Setup button on the EFTPOS client and enter your Merchant, Terminal and HostId numbers.

You will need to log on the terminal to the banking network to test if it has been setup correctly. You will need to open up your Maintenance Control Panel and click the Logon button. You may need to logon twice, if this is the first time using the Pinpad or you are using a new merchant number.

If your configuration has been loaded successfully you will get a "Logon Accepted" message on your receipt. If you cannot logon, please contact Payment Express on 0800 PAYMENT for further help.

Printing Options

- Receipt Printing via Merchant POS

Configure your POS with your Printer if the software is capable of doing the receipt printing. If it isn't handling the receipt printing, you will need to set up Payment Express EFTPOS to handle the printing. Follow the alternative below.

- Receipt Printing via Payment Express EFTPOS

The printing settings are configured in the Pinpad Client Configuration file (pxpp_cfg.txt), which should be in your thin client installation directory.

Default Printer

You can use your default "Generic/ Text Only" printer driver by setting the property EnableDefaultPrinter to true. For example - 1

Printer Driver Name

To use a non-default printer or a printer with a different driver, the PrinterName field needs to be set to your Windows Print Queue Name. For example -

Receipt or

\\ABC58\PrinterName for network printers.

Adding a Generic Printer Driver Queue

If you do not currently have a printer set up, you can either go to your Printers & Faxes control panel and click "Add a Printer", or you can use the Generic Printer Installer that we provide.

You will need to specify the port to print to corresponding to the interface the Printer is connected to. You can test that you have the right port by printing a test page.

Install printer

Troubleshooting

- Receipt Printing via Merchant POS

Configure your POS with your Printer if the software is capable of doing the receipt printing. If it isn't handling the receipt printing, you will need to set up Payment Express EFTPOS to handle the printing. Follow the alternative below.

- Receipt Printing via Payment Express EFTPOS

The printing settings are configured in the Pinpad Client Configuration file (pxpp_cfg.txt), which should be in your thin client installation directory.

Default Printer

You can use your default "Generic/ Text Only" printer driver by setting the property EnableDefaultPrinter to true. For example - 1

Printer Driver Name

To use a non-default printer or a printer with a different driver, the PrinterName field needs to be set to your Windows Print Queue Name. For example -

Receipt or

\\ABC58\PrinterName for network printers.

Adding a Generic Printer Driver Queue

If you do not currently have a printer set up, you can either go to your Printers & Faxes control panel and click "Add a Printer", or you can use the Generic Printer Installer that we provide.

You will need to specify the port to print to corresponding to the interface the Printer is connected to. You can test that you have the right port by printing a test page.

Eftpos Printing Setup

Transactions

If you receive the following error, "Transaction Cancelled - Initialising Terminal", you haven't yet set any merchant numbers. Click Setup on the EFTPOS client and put in your Merchant, Terminal and HostId numbers then try a logon.

GPRS Modem Configuration

Connect the GPRS modem to either a COM port or USB slot. You will need to know what Port this attached to. For USB, this can be found by looking at device manager in Control Panel > System > Hardware [Tab].

By default the Port is set to 1. If you would like to alter the configuration, you will need to open PxEftp_cfg.txt(Communication Server configuration file) and search for the 1 line in the Interface, which had aType set to GPRS. You will need to insert your Com Port number here and restart the Communication Server service.

Transaction Cancelled