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-v400c) to ensure that your Ethernet service is ready to support your terminal.
3. Go to Hardware setup.

Hardware Setup

The all-in-one cable

Refer to the diagrams below to understand the connection ports on the all-in-one cable and the terminal.

Figure 1: The all-in-one cable

Figure 2: The Multi-port Box

Figure 3: The splitter

Connect the Ethernet cable

The all-in-one cable is already connected to the terminal when Moneris ships it to you. These steps explain how to connect cables to the all-in-one cable.

	Plug one end of the Ethernet cable into the Ethernet port on the multi-port box labelled with the network symbol ().
	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-V400c).

Connect the power supply cable

Insert the power cable's barrel connector into the multi-port box's power port labelled with the power symbol.

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. IMPORTANT!  You must use the exact power adaptor and cables provided by Moneris to work with your terminal. Failure to do so may affect the operability of, or cause damage to, the equipment.

3. 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.
   

   IMPORTANT! You must use the exact power adaptor and cables provided by Moneris to work with your terminal. Failure to do so may affect the operability of, or cause damage to, the equipment.

    

   Note: Refer to Supplemental information on cable connections if the all-in-one cable is not already connected, or if you do not wish to use the all-in-one cable.

    

Remove the protective film (if applicable)

If your terminal (or optional P400 PIN pad) 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) over the top of the lid.
	Close the lid and press down to snap it back into place so that the extended paper is pressed securely against the top of the closed lid. Note: The paper should unroll back over the top and back of the terminal, not unroll over the faceplate.   Warning! DO NOT attempt to manually advance the paper by pulling it as this will damage the printer.

5. Power on the terminal by pressing and holding the green key until the screen illuminates. Once powered on, proceed to Charging the battery.
6. Your hardware setup is complete. Go to Software setup.

V400c with optional external PINpad - Hardware Setup

Hardware Setup

If you ordered the optional P400 external PIN pad, the hardware setup process is slightly different. Follow the directions below to connect the PIN pad to the terminal.

Connect the PIN pad cable to the terminal

Software and communication setup (Standalone Mode)

Software and communication setup (Standalone Mode)

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-v400c 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 (Standalone mode)

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.
   

   Note: 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.

Software setup (with optional external PIN pad)

Software setup (with optional external PIN pad)

If you ordered your V400c terminal with the optional P400 external PINpad, follow these step-by-step instructions to configure the terminal and PIN pad.

1. Connect the terminal’s power adaptor cable to a power source.
2. Wait while the terminal and PIN pad go through their boot up sequences.
3. At the "Welcome! Let's get you payment ready" screen, tap OK.
4. Wait while the terminal connects to Moneris to obtain your account settings.
   • The terminal uses dynamic IP addressing by default. If your network uses static IP, the “We're unable to connect” message appears. See Connection setup.
   • For other connection problems, refer to Troubleshooting terminal communication.
5. When the terminal displays the message “Please configure the external pinpad before pressing OK to reboot the terminal”, tap the OK button (or press the green key on the keypad) on the terminal. The terminal reboots.
   1. Once the terminal and external PIN pad boot up, the “Let’s set up the LAN settings” screen is displayed on the external PIN pad.
   2. On the external PIN pad, ensure the IP version is set to IPv4. If not, tap the drop-down menu and select it.
   3. In the IP Address Type drop-down menu, tap Dynamic IP.
   4. Tap the OK button (or press the green key on the terminal keypad).
      The PIN pad returns to an idle screen, displaying the PIN pad ID (a string of numbers beginning with “P1”, e.g. P1012345. The terminal displays the “Please wait while the terminal scans for the external pinpad…” message.
      

      Note: This may take several minutes.

       
6. On the terminal, the “Welcome Let’s get you payment ready” screen appears again.
7. Tap the OK button (or press the green key on the terminal keypad). The terminal syncs with the Moneris host, the returns to the “Congratulations, you’re now payment ready!” screen. The external PIN pad displays its idle screen.
8. Go to Securing your terminal to set up a high security user ID and password for your terminal.

Software and communication setup continued

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 another 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 communication setup.

Supplemental information on cable connections

Supplemental information on cable connections

Follow the instructions below if required.

• Connecting the all-in-one cable if it is not already connected to the terminal
• Connecting Ethernet and power cables to the terminal without using the all-in-one cable

Connect the all-in-one cable to the terminal

In the event that you need to disconnect and reconnect the all-in-one cable, follow the instructions below to complete that connection.

Turn the terminal over so that you are looking at the underside of the terminal. Lift the flap covering the connection well and remove it to expose the connection well.
	Plug the dial connection from the splitter into the dial port. Note: Even though the dial and RS232 connections are not used, plug them in anyway to ensure the splitter sits in the connection well properly. If you leave them unplugged, you will not be able to close the lid on the connection well.
	Plug the RS232 connection from the splitter into the RS232 port.
	Plug the Ethernet connection from the splitter into the Ethernet port labelled with the network symbol ().
	Plug the power connection from the splitter into the power port labelled with the power symbol () .
	At the top of the connection well, slide the splitter wedge over the splitter clips to secure the splitter in place (it should be tight against the underside of the terminal).
	Close the flap to cover the connection well.

Connecting cables to the terminal without using the all-in-one cable

In the event that you need to connect cables to the terminal, and you do not want to utilize the all-in-one cable, follow these instructions to connect cables to the terminal directly.

Turn the terminal over so that you are looking at the underside of the terminal. Lift the flap covering the connection well and remove it to expose the connection well.
	Plug the Ethernet cable into the Ethernet port labelled with the network symbol ().
	Plug the power cable into the power port labelled with the power symbol.
Replace the flap to cover the connection well.

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