CardConnect PanPad USB to Bolt Ethernet Conversion
7/19/2022
Table of Contents
CardConnect PanPad USB to Bolt Ethernet Conversion
This document provides the basic steps required to convert your existing CardConnect External Redirect Interface (ERI) credit card solution from CardConnect PadPad USB to CardConnect Bolt Ethernet.
Vermont Systems strongly recommends reading this document prior to running the conversion in order to better understand the scope of work that is involved and the order in which it should be performed.
If you have additional questions about this process after reading this document, please contact Vermont Systems Support by phone at 887-883-8757 or generate a Support Ticket through the Customer portal of the Vermont Systems web site using your Customer ID and password.
License– Maintenance Agreement
The use of this interface requires a Vermont Systems license and annual maintenance agreement for RecTrac and the component modules discussed in this document. Prior to implementing any process outlined in this document, please contact the Vermont Systems Sales department at 1-877-883-8757to verify that you are authorized to use this interface and if not, to obtain a quote and/or approval.
Before You Proceed
This document has been written with the following assumptions. If any of the items listed is NOT true, contact Vermont Systems Support prior to continuing.
· Your organization is running RecTrac 3.1.07.03 or greater.
· You have a valid CardConnect account, you have established all necessary merchant accounts with CardConnect, and you have informed CardConnect of your desire to switch from PadPad USB to Bolt Ethernet.
· Any questions regarding your CardConnect account should be directed to Danielle Schoser at CardConnect: dschoser@cardconnect.com or CardConnect Sales: signup@cardconnect.
· You are in possession of the Ingenico Ethernet pin pad hardware. You cannot continue without the Ethernet hardware.
· You have network drops open and available for the Ethernet pin pad hardware. By default, these devices are configured for DHCP.
Note: Specific firmware updates are required for Static IP Addresses. If you need Static IP Addresses for your pin pads then you must inform CardConnect and work with them to apply the firmware update after receiving the hardware.
· You are prepared to modify your existing CardConnect Pin pad profiles and update them with Bolt Ethernet settings. Instructions are here.
· You have created Ethernet Bolt Credit Card profiles in RecTrac and are prepared to link them accordingly in Profile Hierarchy immediately on your cutover date. Vermont Systems advises that you clone your existing profile and modify as needed. Instructions are here.
· You are prepared to un-link all PanPad USB Credit Card profiles from Profile Hierarchy on your cutover date.
· You and your staff understand that payments and billing should be suspended during the transition period. Ideally you will perform the USB to Ethernet conversion during non-business hours.
The PanPad USB to Bolt Ethernet Conversion Process
Ingenico Ethernet PinPad Setup
The Ingenico Ethernet pin pad hardware should be set up ahead of time. This will minimize downtime between terminating your PanPad USB solution and initiating the Bolt Ethernet solution. The Devices come pre-configured for DHCP. Network drops are required.
Note: Specific firmware updates are required for Static IP Addresses. If you need Static IP Addresses for your pin pads then you must inform CardConnect and work with them to apply the firmware update after receiving the hardware.
The setup required to get the units functional and in communication with the CardConnect Service is minimal. Refer to the CardConnect website for further information as needed: https://support.cardconnect.com/bolt/setting-up-your-bolt-device
Connect the Ingenico Pinpad Device
1 Un-box the unit.
2 Once your equipment is unboxed, plug the power supply connector into the jack on the Multipoint Interface Cable.
3 Connect the Multipoint Interface Cable into the Multipoint Port on the back of the Bolt Point to Point Ethernet(P2PE) device.
4 Connect the other end of the Multipoint Interface Cable to an Ethernet port (POS, PC, modem, etc…).
5 Plug the power supply adapter into an available power outlet.
Confirm Connectivity
1 Once power is supplied to the Bolt P2PE device, an initiation process will begin and the device will search for an open IP Address.
2 When the device has successfully established its IP Address, it will initiate a call the Bolt service.
3 If the connection is successful, then the Bolt P2PE device will display Bolted.
Note: If the connection is unsuccessful, then the device will display Unbolted. Contact CardConnect for troubleshooting.
4 Once Bolted, the device is ready for use. The device may be left on indefinitely, or it may be disconnected from power as necessary.
Restart the Device
In the event you need to reboot the device, you have two (2)viable options:
1 Press and hold Clear and - simultaneously until the device reboots.
2 Alternatively, disconnect the power supply, wait 10-15 seconds and reconnect the power supply to cycle the device.
Prepare Credit Card and Pin Pad Profiles in RecTrac
To expedite this process in a controllable manner Vermont Systems recommends that you Update your existing Pin Pad profiles with Bolt V2 settings and that you Clone your existing Credit Card profiles to create new Bolt credit card profiles. Once cloned, you can then edit the new credit card profiles with the proper Bolt Endpoint URL and API Key, if needed.
When you are ready, simply remove the existing Credit Card profiles and link the newly created Credit Card profiles.
Note: You must running RecTrac 3.1.07.03 (or greater)
Pin Pad Profiles
In RecTrac Profile Management, update your existing CardConnect Pin Pad profiles with the following settings.
Any setting NOT mentioned in the steps below should be left" as is."
1 In the standard Vermont Systems RecTrac design, search for and go to Profile Management.
2 Highlight/select your CardConnect Pin Pad profile and click Change.
3 Change the Integration Type to "BoltV2 (Ethernet)."
4 Update the Terminal ID field to match the terminal ID of the Ingenico unit. The Terminal ID is the Serial Number on the back of the Ingenico pin pad.
5 Expand the PANPad - USB Integration group and delete the entry in the CardConnect INI File field. Close the group.
6 Expand the Bolt - Ethernet Integration group. Ensure the AID Parameter field is set to "Credit." is defaulted to “Credit”.
7 Leave all other fields de-selected, unless you want to process Debit pin with a Mag Stripe reader. In that event, enable the Include PIN option only. Refer to the "i" Help icon for field definitions, if needed.
Note: The Include PIN option is for Debit PIN with Mag Stripe only. Debit PIN with EMV dip is not currently supported.
8 Click Save. You will return to Profile Management. Changes take effect immediately.
Note: Changes take effect immediately. Because of this, Vermont Systems strongly recommends that you suspend payments and billing when converting from USB Pan Pad to Bolt Ethernet until such time as all profiles have been modified and linked.
9 Repeat these steps for your other CardConnect Pin Pad profiles as needed. When done, proceed to the next section.
Credit Card Profiles
You will need to create new Credit Card profiles.
· Vermont Systems recommends that you take screen shots of your existing Credit Card profiles and use them as templates. You will need to know your CardConnect Merchant information.
· Refer to Topic Document - CardConnect with BOLT V2 (Ethernet)Integration, which is embedded in the 3.1. Help file for Credit Card profile set up assistance, if needed. From any Credit Card profile, click the"?" Help Icon and follow the link.
· When you have created your new Credit Card profiles, use the steps below to complete the process.
Note: DO NOT CLONE existing Credit Card profiles. The Bolt Endpoint URL and API Key fields do NOT copy when they are cloned, and they are NOT update-able once they are cloned. Cloning Credit Card profiles will not work.
1 From Profile Management, highlight/select the newly created Credit Card profile and click Change.
2 Click the List Terminal ID for MID button. You should see all the Pin Pads linked under this Merchant ID Account.
3 Scroll up to the Managed Profile field in the Core Settings group. Click the Combo Box icon and select your old Credit Card profiles. This will allow to you to see credit card transactions linked to your old profiles.
4 Click Save. You will be returned to the Profile Management screen.
5 Repeat these steps for each Credit Card profile.
Link New Profiles and Un-Link Old Profiles
When you are ready to transition from CardConnect Pan Pad USB to CardConnect Bolt Ethernet, you must un-link your existing Credit Card profiles and link the new ones. This must be done in Profile Assignments.
Vermont Systems advises against deleting the old credit card profiles. Keep the old profiles and link them in the Managed Profile field of your new Credit Card profiles, as discussed above. This will allow you to see credit card transactions linked to those old profiles.
If you updated your existing Pin Pad profiles as outlined in this document, then those profiles DO NOT need to be touched. You may leave them "as they are."
If you created new Credit Card profiles, as outlined in this document, then the new profiles need to take the place of their older counterparts. Generally speaking, Credit Card profiles typically are linked at the workstation level of Profile Hierarchy, though your setup may vary.
For best results, run the Profile Assignments report to determine where your CardConnect Credit Card profiles are linked. Then, using that report as a guide, go down your Profile Assignments tree. Whenever an existing Credit Card profile is found, remove it and link its newly cloned counterpart.
When the new credit card profiles have been linked, have your users exit RecTrac and log back in. Upon logging in, users should see either some wording on the Pin pad device to indicate that it is "Bolted" OR they should see your standard "Welcome" message.
Resume normal processing.
Return the USB Ingenico Hardware
You should receive return instructions from Ingenico on how to return your existing devices. Vermont Systems advises you to return the units as soon as possible.