Before you get started

Before you get started

Make sure you have everything you need to set up your terminal.

1. Confirm you have received the required hardware.
   
2. Review the Moneris Ethernet Readiness Checklist (available at moneris.com/support-desk5000) to ensure that your Ethernet service is ready to support your terminal.
3. Go to Hardware Setup.

Hardware setup

Connect the ethernet cable

	Plug one end of the Ethernet cable into the port labelled ETH on the multi-port box.
	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 location. (If necessary, please refer to the Moneris Ethernet Readiness Checklist available at moneris.com/support-desk5000).

Connect the power supply cable

	Insert the plug connector into the adaptor box to form the complete power cable.
	Insert the power cable's barrel connector into the circular port labelled with the power symbol  on the multi-port box.

1. Plug the other end of the power cable into a power source. The terminal will power on.

Recommendations: Always plug the power cable into the power source last to avoid power surges. Use a power bar equipped with surge protection if possible. Do not use the power cable from your existing terminal, as it may damage your new terminal.

Remove the protective film (if appliable)

If your terminal has a protective film covering the display screen, peel the film off.

Hint: Peel from the top right to the bottom left corner.

Install the paper roll

	Lift the printer latch up, and then pull back to open the lid and expose the paper well.
	Insert the paper roll into the paper well with the loose end unrolling from the top of the roll toward the back of the terminal. Note: If the paper is installed backward, your printouts will be blank.   Unroll enough paper to extend at least one inch (2.5 cm) past the back of the terminal.
	Close the lid, and press down to snap it back into place so that the extended paper is pressed securely against the closed lid and the faceplate. Note: The paper should unroll back over the top of the printer, not unroll over the faceplate.   Note: To advance the paper from the printer when the lid is closed, you must press and hold down the paper feed key when the terminal is powered on. DO NOT attempt to manually advance the paper by pulling it as this will damage the printer.

Your hardware setup is complete. Go to Software setup.

Software and communication setup

Software and communication setup

To set up your terminal software quickly and start processing transactions, simply respond to the prompts on screen. If you need help, follow these step-by-step instructions.

1. Connect the terminal's power adaptor cable to a power source.
2. Wait while the terminal goes through its boot up sequence.
3. At the "Welcome! Let’s get you payment ready" screen, tap OK. The terminal displays the message "Please wait while your device syncs with Moneris".
   • If the "Please make sure your device is connected to the Internet" message appears, the terminal is not able to connect to the Internet. Make sure the your terminal is connected to your network by Ethernet cable. If needed, refer to the Moneris Ethernet Readiness Checklist available at moneris.com/support-desk5000 to make sure your terminal is ready for Internet communication.
4. Wait while the terminal connects to Moneris to obtain your account settings. The terminal displays the message “Congratulations, you’re now payment ready!”
   • If the "We're unable to connect" message appears, the terminal is unable to connect to Moneris. Refer to Connection setup below.
5. Go to Securing your terminal to set up a high security user ID and password for your terminal.

Connection setup

The terminal is unable to connect to Moneris and requires information about your network to establish the connection settings. If you are not sure how your network is set up, contact your network administrator.

1. Tap the Select IP Address Type field and select the type of IP addressing used by your network.
   • If you selected Dynamic IP, the screen shows the Automatic DNS setting with the toggle set to ON. Go to step 2.
   • If you selected Static IP, the screen shows the fields required for static IP. Go to step 3.
2. Review the Automatic DNS setting.
   • If your network uses automatic DNS, tap OK to accept the setting and continue. Go to step 4.
   • If your network does not use automatic DNS, tap the toggle to change it to the OFF position, then tap OK.
     1. Tap the Primary DNS field and enter the IP address of your primary DNS server.
     2. Tap the Secondary DNS field and enter the IP address of your secondary DNS server.
     3. Tap OK at the bottom of the screen then go to step 4.
3. At the static IP setup screen, tap each field and enter the requested IP address, then tap OK. The automatic DNS toggle (set to off) is shown for information only and cannot be changed at this screen.
4. The terminal displays: Please wait while your device syncs with Moneris.
5. Go to Secure your terminal below.

Secure your terminal

A high security user ID and passcode are required to protect the terminal. Use this user ID/passcode to perform protected transactions and to set up other users/clerks on the terminal.

1. At the Let's secure this device screen, tap the User ID field and enter a user ID consisting of 1 to 4 digits, then tap OK.
2. Tap the Passcode field and enter a passcode consisting of 4 to 10 digits, then tap OK.
   • You cannot use 3 or more consecutive numbers such as 12387 or 654968,
   • You cannot use 3 or more repeating numbers such as 9996 or 811114.
3. Tap the Personal Identifier field and enter a name, then tap OK.
   • This field is optional.
   • It can be letters or numbers.
   • It could be your name or employee number, or other descriptor such as Manager or Supervisor.
4. Tap OK at the bottom of the screen to submit the information you entered. The terminal displays “Congratulations, you're payment ready!”
5. Go to Edit your settings below to review the most common settings on your terminal to ensure they match the needs of your business.

Edit your settings

The Quick Setup menu appears after you tap 1 Edit your Settings or you press 1 on the keypad.

1. Tap each menu item to view the settings. You can edit them, if needed.

2. When finished reviewing or editing your settings, tap Next. The "Congratulations, you're payment ready!" message appears.
3. Tap OK.
4. Go to the next section below: Enroll in Merchant Direct.

Enroll in Merchant Direct

Merchant Direct is the Moneris online tool for accessing all of your merchant reports, including end-of-day reports. To sign up for Merchant Direct, follow these steps.

1. Go to Moneris.com
2. In the top, right area of the screen, click Login and select Merchant Direct.
3. Click Online Enrolment.
4. Fill in the fields in the online form to complete your enrolment.
5. Go to the next section below: Choose what to do next.

Choose what to do next

• To process a Purchase transaction, refer to Purchase and start at step 2.
• To process another transaction: From the Main Menu, tap Transactions then select the transaction you wish to perform.
• To change settings: From the Main Menu, tap Settings.
• For an overview of the terminal, refer to Using your terminal.

If you are experiencing problems with setting up communication on your terminal, go to Troubleshooting your terminal communication setup

Troubleshooting your terminal communication setup

Troubleshooting your terminal communication setup

Error messages

Click on each error message link to see troubleshooting solutions.

• Please make sure your device is connected to the internet
• We're unable to connect
• No connection to the network/host