Moneris Payment Plugin for Oracle Simphony

Moneris Payment Plugin for Oracle Simphony - Installing and configuring the Moneris Payment Plugin

Overview

You must download and install the plugin on a Windows computer within the local infrastructure where you run Oracle Simphony. The plugin and Simphony must be connected via your TCP/IP network.  

 

Download and Install Plugin

The installation file will be provided to you by Moneris.

  1. Download the installer file to a Windows computer/server that is connected to your TCP/IP network. 
  2. To start the installation, double click the .MSI installer file. 
  3. At the welcome screen, click Next.
  4. To accept the license agreement, click the checkbox.
  5. Click Next.
  6. At the Destination folder screen, modify the destination folder if needed.
  7. Click Next.
  8. Click Install.
  9. Wait while the plugin installs itself. 
  10. At the Completed screen, click Finish.

 

Edit the appsettings.json File

Edit the appsettings.json File

  1. Before editing the JSON file, ensure that you or your site administrator has created and installed an SSL certificate for this application to ensure secure communication.
  2. Use Windows File Explorer to navigate to the folder where you installed the plugin. 
  3. Locate the appsettings.json file and open it with your preferred text editor.
  4. Configure the following fields:
Field Values
AllowedHosts Enter the IP addresses allowed to listen for the services in this application.
Kestrel

URL: Enter the URL that will be used to access the middleware application Certificate:

  • Path: Enter the file path of the SSL certificate.
  • Password: Enter the password to access the SSL certificate.
  1. Save the file.

 

Restart the Windows Service

Restart the Windows Service

After editing the appsettings.json file, restart the OPI/SPI connector service by following these steps.

  1. Press the Windows key on your keyboard.
  2. In the search box, type in services and press Enter on your keyboard to display the services app. 
  3. Double click on Services.
  4. Scroll down the list to locate the service named Moneris OPI/SPI Core Service.
  5. Click on the Restart icon in the taskbar to restart the service. You can also right-click on the service and choose Restart.
  6. After restarting the service successfully, proceed to the next section.

 

Launch the Plugin’s Web Interface

Launch the Plugin’s Web Interface

The plugin requires TCP/IP connectivity and runs on local host.

  1. Open a web browser and go to https://127.0.0.1:8991/Dashboard. 
  2. If you receive a security warning, check the values in the Kestrel field in the section above.
  3. When the OPI/SPI Bridge Service appears, enter your credentials.
    1. For username, enter admin.
    2. For password, enter admin.
  4. Click Sign In.

    The Home screen appears.

 

Configure the Plugin

Configure the Plugin

After signing in, follow these steps to configure the plugin to connect Simphony with your Moneris payment terminal. 

  1. On the Home page, click the settings icon > Merchant Management.
  2. On the Merchant Management screen, click Add new to create a new merchant profile.
  3. On the new merchant screen, select the Connection Type:
    • If you are using the Moneris Go terminal: Select Go Cloud.
    • If you are using the Moneris P400 PINpad: Select DHC.
      1. Fill in the remaining fields. Refer to the table below for help with each field.

Fields for Go Cloud

Field Name What to Enter
Store ID

Enter your Moneris Store ID.

This can be found in your welcome email from Moneris.
Merchant ID

Enter your Moneris merchant ID.

This can be found in your welcome email from Moneris. 
API Token

Enter your Moneris API token.

To find you API token:

  1. Log in to the Merchant Resource Centre (MRC) at https://www3.moneris.com/mpg/. 
  2. Click Admin > Store settings.
  3. Look for the API token. 

For help with these steps, refer to the Merchant Resource Centre User Manual on the login page.
Integration Config Code

Enter the Moneris integration configuration code.

You can obtain it from your Client Integration consultant.
Merchant Currency

Enter the currency you want your transactions to be settled in (USD or CAD).

NOTE: USD settlement is not available on all devices. Contact your Moneris client consultant for more information.

 
Site ID Enter your Oracle site ID
Test mode
  • QA: Check this box to send requests to the QA environment. 
  • Production: Leave this box unchecked to send requests to the production environment. 
Name Enter a name for this merchant profile. 
Description Enter a description of this profile. This field is optional.

Fields for DHC

Field Name What to Enter
Merchant ID

Enter your Moneris merchant ID.

This can be found in your welcome email from Moneris. 
Merchant Currency

Enter the currency you want your transactions to be settled in (USD or CAD).

NOTE: USD settlement is not available on all devices. Contact your Moneris client consultant for more information.

 
Site ID Enter your Oracle site ID
Gateway Store ID

Enter your Moneris Store ID. T

his can be found in your welcome email from Moneris.
Gateway API Token

Enter your Moneris API token.

To find you API token:

  1. Log in to the Merchant Resource Centre (MRC) at https://www3.moneris.com/mpg/.
  2. Click Admin > Store settings.
  3. Look for the API token.

For help with these steps, refer to the Merchant Resource Centre User Manual on the login page.
Test mode
  • QA: Check this box to send requests to the QA environment. 
  • Production: Leave this box unchecked to send requests to the production environment. 
Name Enter a name for this merchant profile. 
Merchant Display Name Enter the name of your business that will be printed on transaction receipts.
Merchant Address Enter your business address. 
Description Enter a description of this profile. This field is optional.
  1.  After completing the required fields, click Save. The Merchant Management screen reappears.
    • The new merchant profile you just added should be listed.
    • Under Actions, click Manage to change it, or click Delete to remove it.
  2. Under Settings > click Devices > Add New.
  3. On the Add new device screen, complete the fields to add your Moneris terminal.
Field name What to Enter
Merchant Account Select the merchant profile you created in Step 3. 
Terminal ID You can find the terminal ID on a sticker on the back or the side of the terminal. 
Workstation ID Enter your Simphony workstation ID.
Name

Enter a name for this device profile.

Think of a meaningful name (for example, Upstairs bar terminal) or use the model number (for example, PAX A920) to distinguish one terminal from another if you have different models.
Description Enter an optional description for this device.
  1. After completing the device fields, click Save. The Device Management screen reappears.
    • The new device profile you just added should be listed. 
    • Under Actions, click Manage to change it, or click Delete to remove it. 
  2. Under Settings, click Users. You should see the admin user.
    1. Under Actions, click Select > Manage to manage the admin user profile.
    2. When the Edit admin screen appears, enter the first name, last name, and email address of the administrator.
    3. Use the Password and Confirm Password fields to change the admin password from the default password.
    4. In the field called Your Current Password, enter your current password (not the new one). You will not be able to save any changes without your password.
    5. Click Save.
  3. Click Users to return to the summary of users.
    • To add a new user: Click Add New.
    • To modify a user: In the appropriate row, click Select > Manage.
    • To delete a user: In the appropriate row, click Select > Delete.
Moneris Payment Plugin for Oracle Simphony - Getting Started Moneris Payment Plugin for Oracle Simphony Overview

In this article

Overview Download and Install Plugin Edit the appsettings.json File Edit the appsettings.json File Restart the Windows Service Restart the Windows Service Launch the Plugin’s Web Interface Launch the Plugin’s Web Interface Configure the Plugin Configure the Plugin