Moneris VX 520 User manual

(06/16)
Moneris® VX 520
SETTING UP
YOUR TERMINAL
®MONERIS and MERCHANT DIRECT are registered trade-marks of Moneris Solutions Corporation. ®†Trademarks of AIR MILES
International Trading B.V. Used under license by LoyaltyOne, Co. and Moneris Solutions Corporation.TMMONERIS BE PAYMENT READY
& Design and BE PAYMENT READY are trade-marks of Moneris Solutions Corporation. All other marks or registered trade-marks
are the property of their respective owners.
© 2016 Moneris Solutions Corporation, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2.
All Rights Reserved. This document shall not wholly or in part, in any form or by any means, electronic, mechanical, including
photocopying, be reproduced or transmitted without the authorized consent of Moneris Solutions Corporation (“Moneris”).
This manual is for informational purposes only. Neither Moneris nor any of its affiliates shall be liable for any direct, indirect,
incidental, consequential or punitive damages arising out of use of any of the information contained in this manual.
Neither Moneris or any of its affiliates nor any of our or their respective licensors, licensees, service providers or suppliers
warrant or make any representation regarding the use or the results of the use of the information, content and materials
contained in this manual in terms of their correctness, accuracy, reliability or otherwise. Your Gift card processing is governed
by your Moneris Gift Program Agreement with Moneris. Your Loyalty card processing is governed by your Moneris Loyalty
Program Agreement with Moneris.
Your credit and/or debit card processing is separately governed by the Terms and Conditions of your Moneris VISA Merchant
Agreement, your Moneris MasterCard Merchant Agreement, your Moneris Discover Merchant Agreement, your Moneris UnionPay
International Merchant Agreement, your Moneris American Express Merchant Agreement, and/or your Moneris Interac
Merchant and Terminal Agreement (collectively the “Merchant Agreements”), as applicable with Moneris. It is the merchant’s
responsibility to ensure that proper card processing procedures are followed at all times. Please refer to your Merchant manuals
and the Terms and Conditions of your Merchant Agreement(s) for details. The Moneris Merchant Operating Manual is available at
moneris.com/support.
520-820-SYT-E (06/16)

1
Contents
Introduction 2
Before you get started 3
Important notes 3
Tips for moving through the menus on the terminal 4
Using the touchscreen on the external PINpad 4
Hardware setup 5
Connecting the cables to the all-in-one cable 5
Connecting the external PINpad cable to the terminal (optional) 6
Completing the hardware setup 7
Preparing the terminal for use 7
Communications setup 9
Dynamic IP communications setup 9
Static IP communications setup 9
Dial communications setup 11
Entering the initialization phone number 12
Using dial communications as backup for IP 13
Configuring the external PINpad 13
Entering merchant IDs and terminal IDs 15
Initialization and logon 16
Additional options 17
Changing the terminal language 17
Enabling cashback, tip, or invoice number 17
For cashback option 17
For basic tip processing 18
For invoice number 18
Password Protection on Manual Entry 18
Enabling Password Protection on Manual Entry 18
Changing Manual Entry options 19
Enabling Gift & Loyalty programs 20
Gift & Loyalty initialization 20
Dial communications setup 21
Need help? 24
Contact us 24
Other resources 24
Record your Moneris merchant ID here:
For more information
and assistance:
Web: moneris.com/support
Toll-free: 1-866-319-7450

32 SETTING UP YOUR TERMINAL: MONERIS® VX 520
Introduction Before you get started
Welcome to Moneris! This guide includes everything you need to know to set up
your VX 520 terminal and BE PAYMENT READYTM .Important notes
1. Depending on the solution you ordered from Moneris, please confirm that
you received:
Setup & Installation video
To make setting up even easier,
a VX 520 Setup & Installation video
is available online at
moneris.com/installation.
Note: This video only applies to a
standalone VX 520 terminal, not
to the VX 520 terminal with the
VX 820 external PINpad.
Standalone VX 520 terminal: VX 520 terminal with VX 820
external PINpad:
• the Moneris VX 520 terminal
• the power cable
• the dial cable
• the Ethernet cable
• thermal printer paper rolls
• the all-in-one cable
• the Moneris VX 520 terminal
• the VX 820 external PINpad with
RS232 connection cable
• the power cable
• the dial cable
• the Ethernet cable
• thermal printer paper rolls
• the all-in-one cable
2. If your terminal will be communicating with the Moneris host over High-
Speed Ethernet, please review the Moneris IP Readiness Checklist (available
at moneris.com/checklist) and ensure that your Ethernet service is ready to
support your terminal.
3. Make sure you have the following information (provided when Moneris
contacted you to confirm your terminal order):
• Your 13-digit Moneris Merchant ID.
• Settlement type: System Close (Moneris automatically closes your batch at
the end of each day) or Merchant Close (you are responsible for closing your
batch at the end of each day).
• Communications type: Dial or IP/Ethernet (with or without dial backup).
• Optional features (e.g., gift cards, loyalty cards, Ernex Terminal ID).
If any of the above required elements are missing, please call Moneris Customer
Care at 1-866-319-7450.

54
Tips for moving through the menus on the terminal
• To scroll down or up, press the first purple key on the left. The arrow above
the key indicates the direction (e.g., if the arrow points down, you can scroll
down).
• To change the direction of the arrow, press the yellow key.
• To select a menu item, press the grey function key (F1, F2, F3 or F4) that it
appears beside.
• To finish entering information and move on to the next step, press the green
key.
Using the touchscreen on the external PINpad
The VX 820 PINpad (referred to as the “external PINpad” in this guide) features
a 3.5 inches colour touch-sensitive screen (referred to in this guide as the
“touchscreen”). The external PINpad reacts when you touch various areas on
the touchscreen (icons) in the same way it reacts when you press a key on the
keypad.
Touchscreen tips
• Use your fingertip or an approved stylus with a soft plastic tip.
• Do not use sharp or pointed objects (e.g., pens, pencils, golf tees, etc.) to press
icons on the touchscreen.
• Keep the touchscreen clean and free of fingerprints by using a dry microfibre
cloth to wipe down the touchscreen.
• Do not use liquid cleaning agents, such as glass cleaner, on the touchscreen.
SETTING UP YOUR TERMINAL: MONERIS® VX 520
Hardware setup
Connecting the cables to the all-in-one cable
VX 520 Slide1.jpg
520 Dongle.jpg
Wedge Labelled.jpg
VX 520 ConnectionWe lllabelled.jpg
520 connect Power to PP.jpg
520 Connected PanelClosed.jpg
520 cables connected to JB.jpg
520 printer latch.jpg
520 Lid Open.jpg
520 paper loaded.jpg
520 MB Labelled.jpg
Connecting the cables to the Magic Box on the all-in-one cable
1. Insert the Ethernet cable into the ETH port.
2. Insert the dial cable into the dial port (marked
with the symbol).
3. Insert the power cable into the power port
(marked with the symbol).
IMPORTANT: You must use the exact power cable
provided by Moneris to work with the Moneris
VX 520 terminal. Failure to do so may affect the
operability of, or cause damage to, the equipment.
4. If you’re using the terminal as a standalone terminal, proceed to
Completing the hardware setup on page 7.
If you’re using the external PINpad, go to Connecting the external PINpad
cable to the terminal on page 6.
VX 520 Slide1.jpg 520 Dongle.jpg
Wedge Labelled.jpg
VX 520 ConnectionWe lllabelled.jpg
520 connect Power to PP.jpg
520 Connected PanelClosed.jpg
520 cables connected to JB.jpg
520 printer latch.jpg 520 Lid Open.jpg
520 paper loaded.jpg
520 MB Labelled.jpg
THE DIAL PORT
THE POWER
PORT
THE
ETHERNET
PORT (ETH)

76
VX520 Slide1.jpg 520Dongle.jpg
WedgeLabelled.jpg
VX520 Connection Well labelled.jpg
520connect Power to PP.jpg
520Connected Panel Closed.jpg
520cables connected to JB.jpg
520printer latch.jpg 520Lid Open.jpg
520paper loaded.jpg
520MB Labelled.jpg
VX520 Slide1.jpg
520Dongle.jpg
WedgeLabelled.jp g
VX520 Connection Well labelled.jpg
520connect Power to PP.jpg
520Connected Panel Closed.jpg
520cables connected to JB.jpg
520printer latch.jpg
520Lid Open.jpg
520paper loaded.jpg
520MB Labelled.jpg
VX520 Slide1.jpg
520Dongle.jpg
Wedge Labelled.jpg
VX520 Connection Well labelled.jpg
520connect Power to PP.jpg
520Connected Panel Closed.jpg
520cables connected to JB.jpg
520printer latch.jpg
520Lid Open.jpg
520paper loaded.jpg
520MB Labelled.jpg
VX520 Slide1.jpg 520Dongle.jpg
WedgeLabelled.jpg
VX520 ConnectionWe lllabelled.jpg
520connect Power to PP.jpg
520Connected PanelClosed.jpg
520cables connected to JB.jpg
520printer latch.jpg 520Lid Open.jpg
520paper loaded.jpg
520MB Labelled.jpg
SETTING UP YOUR TERMINAL: MONERIS® VX 520
Connecting the external PINpad cable to the
terminal (optional)
If you are using the VX 520 with the external PINpad, follow these steps.
Completing the hardware setup
Connecting the external PINpad cable to the terminal
1. Turn the terminal over so that the underside is exposed.
2. Remove the cover on the connection well:
a. Lift the latch at the bottom of the terminal.
b. Flip the lid up toward the top of the terminal
so that the connection well is exposed.
3. Connect the external PINpad’s RS232 cable to the
port labelled RS232.
Note: The all-in-one cable’s connectors will already
be in place. You may need to shift the other cables
out of the way in order to connect the external
PINpad’s RS232 cable.
4. Flatten down the RS232 cable against the left side
of the splitter and hold it down as you replace the
cover. Swing the cover back over the connection
well, snapping the latch at the bottom into place.
The RS232 cable and all-in-one connection cable
should both fit snugly under the cover.
5. Proceed to Completing the hardware setup on page 7.
Connect the other ends of the cables
1. 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 specific location (please refer to the Moneris IP Readiness Checklist
if necessary; available at moneris.com/checklist).
2. Plug the other end of the dial cable into an analog phone jack.
Recommendations: Use a dedicated phone line for the terminal. Sharing
the line with another device can cause communication problems on the
terminal. If using a splitter, test both devices and note that the terminal
and the other device cannot use the phone line at the same time.
3. Plug the other end of the power cable into a wall jack.
Recommendation: Use an extension cord with surge protection.
Preparing the terminal for use
1. Wait while the device powers up. When the applications menu appears,
proceed to step 2.
2. Change the terminal’s password:
IMPORTANT: You will need to use this password every time you log on and
whenever you need to change settings so be sure to create a password you
can remember that is difficult for others to guess.
Note: If the manager password is entered incorrectly five times in a row, the
terminal will lock and will be unable to perform transactions. To unlock the
terminal, contact Moneris Customer Care at 1-866-319-7450 and request
a password reset.
a. At the applications menu, select DEBIT & CREDIT. The “Change Password”
menu appears.

98 SETTING UP YOUR TERMINAL: MONERIS® VX 520
b. At the “New Password:” prompt, key in a password to be used as your
manager password and press the green key.
Note: The password must be 5-10 digits long and must consist of numbers
only.
The “Confirm:” prompt appears.
c. Re-key the manager password and press the green key.
The applications menu appears.
3. Load paper:
Note: You must use thermal-sensitive paper rolls. Shop for point-of-sale supplies
and paper online at shop.moneris.com.
a. Open the paper well (located above the display screen): Look for the
symbol on the dark plastic latch, gently pull up on the latch, then lift the
paper well lid up and back.
b. Prepare the new paper roll: Remove the sticker and unwind the roll past
any sticker residue on the paper, then tear off the unwound portion of the
paper.
c. Place the paper roll into the paper well so that the paper rolls out from the
underside of the roll.
d. Pull the leading edge of the paper up until any glue residue on the paper
roll is past the cutting teeth of the printer.
e. Close the printer cover and lock it by gently pressing directly on it until it
clicks shut.
f. Tear off the loose end of the paper by pulling it down then sideways across
the metal teeth.
g. From the applications menu, select DEBIT & CREDIT, and then press the 3
key to feed paper through the printer and ensure it is working properly.
h. Press the (asterisk) key to return to the applications menu.
4. Proceed to Communications setup on page 9.
Communications setup
Ensure the communications cables are properly connected to the all-in-one
cable based on your communications type before proceeding with these steps.
Refer to Connecting the cables to the all-in-one cable on page 5 for more
information.
Dynamic IP communications setup
The terminal is already configured for dynamic IP communications.
• If your business is using dynamic IP communications, skip this section and
proceed to Using dial communications as backup for IP on page 13.
• If you’re using Static IP, proceed to Static IP communications setup below.
• If you’re using Dial communication, proceed to Dial communications setup on
page 11.
Static IP communications setup
IMPORTANT: Disconnect the Ethernet cable from the all-in-one cable BEFORE
completing these steps.
1. From the applications menu, press the 2 key.
The VCS Ethernet screen appears.
2. Press the first purple key on the right (below the icon).
The Ethernet Config menu appears.
3. Select IP.
The IP Configuration menu appears.
4. On the IP Configuration menu, at the “IP Settings” prompt, select Edit.
5. Select Static.

1110 SETTING UP YOUR TERMINAL: MONERIS® VX 520
Dial communications setup
Ensure the dial communication cable is properly connected to the all-in-one
cable before proceeding with these steps. Refer to Connecting the cables to the
all-in-one cable on page 5 for more information.
1. From the applications menu, select DEBIT & CREDIT.
2. When the transactions menu appears, press the green key to access the
CONFIGURATION menu.
3. Select Setup, key in the manager password and press the green key.
4. Scroll down and select Host.
5. At the “Comm Link Type” prompt, select Edit, select Next until “Dial” appears,
then select Slct.
6. Select Next until “Settle Comm Type” appears.
7. At the “Settle Comm Type” prompt, select Edit, select Next until “Dial”
appears, then select Slct.
8. Select Exit, then select OK to save changes.
The Setup menu appears.
9. If you need to dial a prefix (for example, a 9) to connect to an outside line,
complete the steps below. If not, go to step 10.
a. On the Setup menu, scroll down and select Terminal.
b. Select Next until “PABX Code” appears.
c. Select Edit, key in the prefix (e.g., 9) and press the green key.
d. Select Exit, then select OK to save changes.
10. Press the red key, then press the (asterisk) key to return to the
applications menu.
11. Proceed to Entering the initialization phone number on page 12.
6. If your Ethernet network requires the parameters listed below, perform steps 7
and 8 for each parameter. Otherwise go to step 9.
Note: Contact your Internet Service Provider (ISP) to determine the addresses
for these parameters.
• IP Address
• Subnet mask
• Gateway IP Address
• DNS1 IP Address
• DNS2 IP Address
7. Select Next to view these parameters.
8. Select Edit to key in the address for each of these parameters. To key in a
period (.), press the 1 key, then the press the ALPHA key once. Press the green
key when finished entering each parameter.
9. Once all five static IP parameters have been entered, select Exit, then select
Yes to save changes.
The system repairs the connection and prompts you to press any key.
10. Press any key on the keypad to return to the Ethernet Config menu.
11. Press the red key, then press the (asterisk) key to return to the
applications menu.
12. Re-connect the Ethernet cable to the ETH port on the Magic Box (see page 5).
13. Proceed to Entering merchant IDs and terminal IDs on page 15.

1312 SETTING UP YOUR TERMINAL: MONERIS® VX 520
Entering the initialization phone number
1. From the applications menu, select DEBIT & CREDIT.
2. When the transactions menu appears, press the green key to access the
CONFIGURATION menu.
3. Select Setup, key in the manager password and press the green key.
4. Scroll down and select Comm.
5. On the Edit CPT menu, select Next until “Pri Init Phone” appears.
6. Select Edit, key in the initialization phone number as follows, and then press
the green key.
Note: Do not enter dashes (-) or spaces between the numbers.
7. Select Exit, then select OK to save changes.
8. Press the red key, then press the (asterisk) key to return to the
applications menu.
9. Proceed to Entering merchant IDs and terminal IDs on page 15.
If your merchant ID begins with: Key in:
00301 1-888-699-7299
00302 1-888-358-8602
00304 1-888-332-8433
Using dial communications as backup for IP
When you have finished setting up communications for IP:
1. Plug in the dial cable: Follow the Connecting the cables to the all-in-one cable
steps on page 5.
2. On the applications menu, select DEBIT & CREDIT.
3. When the transactions menu appears, press the green key to access the
CONFIGURATION menu.
4. Select Setup, key in the manager password and press the green key.
5. Scroll down and select Host.
6. Select Next until “Backup Support” appears.
7. Select Edit, select Next until “Auto Backup” appears, and then select Slct.
8. Select Exit then select OK to save changes.
9. Press the red key, then press the (asterisk) key to return to the
applications menu.
Configuring the external PINpad
If you ordered the optional external PINpad, follow these instructions to
configure the external PINpad to work with the terminal.
Note: Before you configure the external PINpad, make sure you have followed the
Connecting the external PINpad cable to the terminal instructions on page 6.
IMPORTANT: You must configure the external PINpad on your terminal BEFORE
following the instructions in Initialization and logon on page 16.
1. From the applications menu, select DEBIT & CREDIT.
2. When the transactions menu appears, press the green key to access the
CONFIGURATION menu.

1514 SETTING UP YOUR TERMINAL: MONERIS® VX 520
1. From the applications menu, select DEBIT & CREDIT.
2. When the transactions menu appears, press the green key to access the
CONFIGURATION menu.
3. Select Setup, key in the manager password and press the green key.
4. Scroll down and select Merchant.
“Term Id” appears.
5. Select Edit, key in the Moneris Terminal ID (the eight-digit number starting
with “M2” found on the side of the terminal, e.g., M2123456) and press the
green key.
Note: To key in the letter M, press the 6 key, then press the ALPHA key once.
6. Select Next until “Merch Num.” appears.
7. Select Edit, key in your 13-digit Moneris Merchant ID (e.g., 0030123456789)
and press the green key.
8. Select Exit, then select OK to save changes.
9. Press the red key, then press the (asterisk) key to return to the
applications menu.
10. Proceed to Initialization and logon on page 16.
Entering merchant IDs
and terminal IDs
3. Select Setup, key in the manager password and press the green key.
4. On the SETUP menu, select Terminal.
The Edit Terminal menu appears.
5. Select Next until “PINPad Type” appears.
6. Select Edit, then select Next until “External XPI” appears.
7. Select Slct.
8. Select Exit, then select OK to save changes.
9. Press the red key, then press the (asterisk) key to return to the
applications menu.
10. Power down and restart the terminal (disconnect the power supply and
reconnect).
11. Proceed to Entering merchant IDs and terminal IDs on page 15.

1716 SETTING UP YOUR TERMINAL: MONERIS® VX 520
1. From the applications menu, select DEBIT & CREDIT.
2. When the transactions menu appears, press the green key to access the
CONFIGURATION menu.
3. Scroll down and select Initialize.
4. When “Retain ID?” appears, select Yes.
5. When “Transmitting…” and “Receiving…” appear, please wait while the
terminal communicates with Moneris.
6. When the initialization is finished, “Init Successful” appears on the terminal,
then the transactions menu appears.
7. On the terminal, at the transactions menu, press the green key to access
the CONFIGURATION menu.
8. Scroll down and select Host Logon.
9. At the “Password:” prompt, key in the manager password and press the
green key.
10. “Logon Success” appears, then the transactions menu appears.
Your terminal is ready to process transactions.
Changing the terminal language
1. From the applications menu, select DEBIT & CREDIT.
2. When the transactions menu appears, press the second purple key from the
left.
The Set Language screen appears.
3. Select ENG (English) or FRN (French).
4. The transactions menu reappears in the selected language.
Enabling cashback, tip, or invoice number
1. From the applications menu, select DEBIT & CREDIT.
2. When the transactions menu appears, press the green key to access the
CONFIGURATION menu.
3. Select Setup, key in the manager password and press the green key.
The SETUP menu appears.
For cashback option
To change the default values for cashback and to optimize dial communications
for use with cashbacks, please refer to the VX 520 Webhelp available at
moneris.com/support.
1. From the SETUP menu, select Terminal.
2. Select Next until “CashBack Option” appears.
3. Select Edit, then select On.
4. Select Exit, then select OK to save changes.
The terminal returns to the SETUP menu.
Initialization and logon Additional options