Moneris vx810 duet User manual

Setting
up Your
Terminal
Moneris®Vx810 Duet
®
2
(01/12)

1
IMP RTANT: READ FIRST
If this is your first P S terminal with Moneris:
Enclosed you should find your Moneris Visa Merchant
Agreement/Moneris MasterCard Merchant Agreement/
Moneris Debit Card and Terminal Agreement/Terms
and Conditions. If this document is not enclosed,
please do not proceed with this installation. Instead,
contact us at 1-866-319-7450. Once you have obtained
the required document, please proceed with your
installation.
Before you get started
Important Notes
Your terminal is pre-programmed with a temporary password.
For your own protection we strongly recommend that you change
the temporary password to a secure password of your own.
Follow the steps for Changing the terminal password on page 11.
The terminal language cannot be changed until the steps in
Initialization and logon (page 8) have been completed. If required,
follow the steps for Changing the terminal language under
Additional options on page 9.
1. Please confirm that you received:
•the Moneris Vx810 Duet terminal and base
•the power cable and power adaptor cable
•the dial and/or Ethernet cables.
2. If your terminal will be communicating with the Moneris host
over High-Speed Ethernet, please review the Moneris IP
eadiness Checklist (available at moneris.com/checklist) and
ensure that your Ethernet service is ready to support your
terminal.
3. If you ordered the optional Vx810 external PINpad, please
confirm that you have received the PINpad and the PINpad
power cable.
4. If you ordered the optional modular contactless reader, please
make sure the reader is connected to the Vx810 terminal and
that your account is configured for contactless transactions.
Note: If you ordered the Vx810 external PINpad as well as the
contactless reader, the contactless reader is connected to the PINpad
instead of to the Vx810 terminal.

2
5. Make sure you have the following information (provided when
Moneris contacted you to confirm your terminal order):
•Moneris Merchant ID: If you currently have a 9-digit merchant
number beginning with a 1, 2 or 4, simply add 0030 to the
beginning (i.e., 123456789 becomes 0030123456789)
•Settlement type: System Close (Moneris automatically settles your
transactions at the end of each day) or Merchant Close (you are
responsible for settlement/close batch at the end of each day).
•Communications type: Dial or IP/Ethernet (with or without
dial backup).
•Optional features (e.g. gift cards, Ernex Terminal ID).
If any of the above required elements are missing, please call the
General Inquiries number below.
General Inquiries: 1-866-319-7450
Tips for moving through the menus
•To scroll down or up, press the first purple key from 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 C RR 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 K key.

10BaseT
RS232
10BaseT
1
10BaseT
RS232
eT
eT
10BaseT
Hardware setup
3
1Dial Setup High-Speed Ethernet Setup
a. Plug one end of the dial
cable into the dial port
on the back of the base
(below the icon).
b. Plug the other end of the
dial cable into an analog
phone jack.
Recommendation: 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.
a. Plug one end of the
Ethernet cable into the
10BaseT port on the back
of the base.
b. 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 eadiness
Checklist if necessary;
available at moneris.com/
checklist).
2If you are using an external
PINpad, go to step 3.
Locate the power cable and the
power adaptor cable, plug the
power cable into the power
adaptor, then plug the other
end of the power adaptor cable
into the power port ( ) on
the base.
Go to step 4.
10BaseT
RS232

4
External PINpad Setup
3
a. Locate the PINpad cable
(attached to the external
PINpad).
b. Plug the RS232 connector into
the RS232 port on the base.
c. Plug the power connector into
the power port ( ) on the
base.
d. Locate the power cable and
the power adaptor cable.
e. Plug the power cable into
the power adaptor.
f. Plug the other end of the
power adaptor cable into the
power port ( ) on the
power-port box in the middle
of the PINpad cable. Insert the
connector at a right angle to
the box then turn it counter-
clockwise to lock it in place.
4Plug the other end of the power cable into a power source.
Recommendations: Always plug the power cable into the
power source last to avoid power surges. Use a power bar
with surge protection where possible.
IMP RTANT: You must use the exact power adaptor and
cables provided by Moneris Solutions to work with the
Moneris Vx810 Duet terminal (and the external PINpad,
if connected). Failure to do so may affect the operability
of or cause damage to the equipment.
5Wait while the device(s) powers up. When the
applications menu appears, proceed to Communications
setup on page 5.

5
Communications setup
If you’re using dial:
1. Select DEBIT & CREDIT.
2. When the transactions menu appears, press the green K key
to access the CONFIGURATION menu.
3. Select Setup, key in the temporary password and press the green
K key.
4. Scroll down and select Host.
5. If “Comm Link Type” is set to “Dial”, go to step 7. If not, go to step 6.
6. Select Edit, select Next until “Dial” appears then select Slct.
7. Select Exit, then select K to save changes.
8. If you need to dial a prefix (for example, a 9) to connect to an
outside line, complete the steps below. Otherwise proceed
to Step 9.
a. 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 K key.
d. Select Exit, then select K to save changes.
9. Press the red CANC ANNUL key then the *(asterisk) key
to return to the applications menu.
Entering the initialization phone number
1. Select DEBIT & CREDIT.
2. When the transactions menu appears, press the green K key
to access the CONFIGURATION menu.
3. Select Setup, key in the temporary password and press the green
K key.
4. Select Comm then select Next until “Pri Init Phone” appears.
5. Select Edit, key in the initialization phone number as follows
then press the green K key:
6. Select Exit, then select K to save changes.
7. Press the red CANC ANNUL key then the *(asterisk) key
to return to the applications menu.
Proceed to Entering merchant IDs and terminal IDs on page 7.
If your merchant number begins with:
00301
00302
00304
ey in:
1-888-699-7299
1-888-358-8602
1-888-332-8433

6
If you’re using IP:
1. Select DEBIT & CREDIT.
2. When the transactions menu appears, press the green K key
to access the CONFIGURATION menu.
3. Select Setup, key in the temporary password and press the green
K key.
4. Scroll down and select Host.“Comm Link Typ” appears.
5. Select Edit, select Next until “CommServer” appears then select Slct.
6. Select Next until “Settle Comm Type” appears.
7. Select Edit, select Next until “CommServer” appears then select Slct.
8. Select Exit, then select K to save changes.
9. Press the red CANC ANNUL key then the *(asterisk) key
to return to the applications menu.
10. While the applications menu is displayed, press the 2 key.
11. ey in the temporary password and press the green K key.
12. Press the first purple key on the right (below the icon) then
select IP. “IP Settings” appears.
Proceed with the steps for Dynamic IP or Static IP below, depending
on your location’s IP service.
If you’re using Dynamic IP:
1. When “IP Settings” appears, select Edit.
2. Select DHCP.
3. Select Exit, then select Yes to save changes. CommServer restarts
and the terminal reboots back to the applications menu.
Proceed to Entering merchant IDs and terminal IDs on page 7.
If you’re using Static IP:
IMP RTANT: Disconnect the Ethernet cable from the base BEF RE
completing these steps.
1. When “IP Settings” appears, select Edit.
2. Select Static.
3. If your Ethernet network requires the parameters listed below,
perform steps 4 and 5 for each parameter. Otherwise go to step 6.
Note: Contact your Internet Service Provider (ISP) to determine
the addresses.
• IP Address
• Subnet mask
• Gateway IP Address
• DNS1 IP Address
• DNS2 IP Address
4. Select Next to view these parameters.
5. Select Edit to key in the address for each of these parameters.
To key in a period (.), press the number 1then the ALPHA key once.
6. Select Exit, then select Yes to save changes. CommServer restarts
and the terminal reboots back to the applications menu.
7. Re-connect the Ethernet cable to the base.
Proceed to Entering merchant IDs and terminal IDs on page 7.

7
If you’re using dial communications as backup for IP:
When you have finished setting up communications for IP:
1. Plug in the dial cable: Follow the steps in Dial Setup in the
Hardware setup section on page 3.
2. On the applications menu, select DEBIT & CREDIT.
3. When the transactions menu appears, press the green K key
to access the CONFIGURATION menu.
4. Select Setup, key in the temporary password and press the green
K key.
5. Scroll down and select Host.
6. Select Next until “Backup Support” appears.
7. Select Edit, select Next until “Auto Backup” appears then select Slct.
8. Select Exit then select K to save changes.
9. Press the red CANC ANNUL key then press the *(asterisk) key
to return to the applications menu.
Note: For other Backup Support options, see the Moneris Vx810
Duet Operating Manual.
Entering merchant IDs
and terminal IDs
1. Select DEBIT & CREDIT.
2. When the transactions menu appears, press the green K key
to access the CONFIGURATION menu.
3. Select Setup, key in the temporary password and press the green
K key.
4. Scroll down and select Merchant. “Term Id” appears.
5. Select Edit, key in the Terminal ID number (the eight-digit number
starting with “28” found on the back of the handheld terminal,
e.g. 28123456) and press the green K key.
6. Select Next until “Merch Num” appears.
7. Select Edit, key in your 13-digit Merchant number
(e.g. 0030123456789) and press the green K key.
Note: If you currently have a 9-digit merchant number beginning
with a 1, 2 or 4, simply add 0030 to the beginning (i.e., 123456789
becomes 0030123456789).
8. Select Exit, then select K to save changes.
9. Press the red CANC ANNUL key, then press the *(asterisk) key
to return to the applications menu.
Proceed to Initialization and logon on page 8.
IMP RTANT: If you have set up an optional external PINpad for use
with your terminal, you must configure it on the terminal BEF RE
following the initialization and logon instructions on page 8.
For PINpad configuration instructions, see the steps for Configuring
the external PINpad under Additional options on page 9.

8
Initialization and logon
IMP RTANT: If you have set up an optional external PINpad for use
with your terminal, you must configure it on the terminal BEF RE
following the initialization and logon instructions below. For
PINpad configuration instructions, see the steps for Configuring
the external PINpad under Additional options on page 9.
1. Select DEBIT & CREDIT.
2. When the transaction menu appears, press the green K key
to access the CONFIGURATION menu.
3. Scroll down and select Initialize.
4. When “Retain Settings?” 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. If you have set up and configured an external PINpad,
“WELCOME/BONJOUR” appears on the PINpad.
8. On the terminal, press the green K key to access the
CONFIGURATION menu.
9. Scroll down and select Host Logon.
10. ey in the temporary password and press the green K key.
11. “Logon Success” appears, then the transactions menu appears.
Your terminal is ready to process transactions.

9
Additional options
Configuring the external PINpad
IMP RTANT: You must configure the external PINpad on your
terminal BEF RE following the instructions in Initialization and
logon on page 8.
Note: Before you configure the PINpad, make sure you have followed
the External PINpad setup instructions on page 4 in the Hardware
setup section.
1. Select DEBIT & CREDIT.
2. When the transactions menu appears, press the green K key
to access the CONFIGURATION menu.
3. Select Setup, key in your password (or if you have not changed it,
key in the temporary password) and press the green K key.
4. Select Terminal. “Tip % nn.nn” appears on the Edit Terminal menu.
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 K to save changes.
9. Press the red CANC ANNUL 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).
Proceed to Initialization and logon on page 8.
Changing the terminal language
Note: The terminal language can only be changed AFTE the terminal
has been successfully initialized (see Initialization and logon on page 8).
1. Select DEBIT & CREDIT.
2. When the transactions menu appears, press the green K key
to access the CONFIGURATION menu.
3. Scroll down and select Set Language.
4. Select ENG (English) or FRN (French).
5. Press the *(asterisk) key to get back to the applications menu.
Configuring the modular contactless reader
1. Select DEBIT & CREDIT.
2. When the transactions menu appears, press the green K key
to access the CONFIGURATION menu.
3. Select Setup, key in your password (or if you have not changed it,
key in the temporary password) and press the green K key.
4. Select Terminal.
5. Select Next until “Enable CTLS” appears.
6. Make sure “Enable CTLS” is set to N. If yes, skip to step 8. If no,
proceed with step 7.
7. Select Edit then select n.
8. Select Exit. If prompted to save changes, select K.
9. Press the red CANC ANNUL key then press the *(asterisk) key
to return to the applications menu.

10
Enabling cashback, tip or invoice number
1. Select DEBIT & CREDIT.
2. When the transactions menu appears, press the green K key
to access the CONFIGURATION menu.
3. Select Setup, key in your password (or if you have not changed it,
key in the temporary password) and press the green K key.
For cashback option
To change the default values for cashback, please refer to the
Vx810 Duet Operating Manual available for download from
moneris.com/Duet.
1. Select Terminal.
2. Select Next until “CashBack Option” appears.
3. Select Edit then select N.
4. Select Exit, then select K to save changes.
5. Press the red CANC ANNUL key, then the *(asterisk) key to return
to the applications menu.
For basic tip processing
To change the default values for the enhanced tip options, please
refer to the Vx810 Duet Operating Manual available for download
from moneris.com/Duet.
1. Select Terminal.
2. Select Next until “Tip Processing” appears.
3. Select Edit then select Next until “On – Prompt” appears then
select Slct.
4. Select Exit, then select K to save changes.
5. Press the red CANC ANNUL key, then the *(asterisk) key to return
to the applications menu.
For invoice number
1. Scroll down and select Merchant.
2. Select Next until “Ask Inv Num?” appears.
3. Select Edit then select N.
4. Select Exit, then select K to save changes.
5. Press the red CANC ANNUL key, then the *(asterisk) key to get
back to the applications menu.

11
Changing the terminal password
IMP RTANT: For security purposes, we strongly recommend you
change the terminal’s temporary password to a secure password
of your own. The temporary password should N T be changed until
AFTER the terminal has been successfully initialized (see Initialization
and logon on page 8). The new password can be 5-10 digits long
and must consist of numbers only.
1. Select DEBIT & CREDIT.
2. When the transactions menu appears, press the green K key
to access the CONFIGURATION menu.
3. Select Setup, key in the temporary password and press the green
K key.
4. Select Terminal.
5. Select Next until “Manager Pwd” appears.
6. Select Edit, key in your new password and press the green K key.
7. Select Exit, then select K to save changes.
8. Press the red CANC ANNUL key then the *(asterisk) key
to return to the applications menu.
Loading paper
1. Remove the terminal from the base.
2. On the base, gently pull up on the latch (look for the icon),
then lift the printer cover up and back.
3. Prepare the new paper roll: Loosen the glued leading edge
of paper and unwind the paper roll past any glue residue
on the paper, or remove the protective strip.
4. Place the paper roll into the printer tray so that the paper rolls
out from the underside of the roll.
5. Pull the leading edge of the paper up until any glue residue
on the paper roll is past the cutting teeth of the printer.
6. Close the printer cover and lock it by gently pressing directly
on it until it clicks shut.
7. Tear off the loose end of the paper by pulling it down then
sideways across the metal teeth.
8. Place the terminal back on the base.
9. Select DEBIT & CREDIT and then press the 3key to feed paper
through the printer and ensure it is working properly.
10. Press the *(asterisk) key to return to the applications menu.
Shop for point-of-sale supplies and paper online at shopmoneris.com

12
Enabling gift cards
Didn’t order gift cards but would like to find out more? Please call
us at 1-866-319-7540.
If you’re using dial:
1. Select GIFT & L YALTY.
2. When the Gift & Loyalty transactions menu (ERNEXGL) appears,
press the 6key to access the Quick Setup menu.
3. ey in your new password (or if you have not changed it, key
in the temporary password) and press the green K key.
4. Select Communications then select View. “Comm Link Type”
appears.
5. Select Edit, select Next until “DIAL” appears then select Slct.
6. Select Exit, then select K to save changes.
7. Press the red CANC ANNUL key twice to go back to the Gift
& Loyalty transactions menu.
8. Scroll down and select Setup.
9. ey in your new password (or if you have not changed it, key
in the temporary password) and press the green K key.
10. Select Comm, then select Next until “Pri Auth Phone” appears.
11. Select Edit, key in the authorization phone number as follows,
then press the green K key:
12. Select Next. “Sec Auth Phone” appears.
13. Select Edit, key in the same authorization phone number as
above, then press the green K key.
14. Select Exit, then select K to save changes.
15. If you need to dial a prefix (for example, a 9) to connect to an outside
line, complete the steps below. therwise proceed to Step 16.
a. 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 K key.
d. Select Exit, then select K to save changes.
16. Press the red CANC ANNUL key then the *(asterisk) key
to return to the applications menu.
Proceed to Gift & Loyalty initialization on page 13.
If you’re using IP:
The Gift & Loyalty communication is set to IP by default. Simply
complete the instructions for Gift & Loyalty initialization on page 13.
If your merchant number begins with:
00301
00302
00304
ey in:
1-800-361-8645
1-800-387-5480
1-800-387-1623

13
Gift & Loyalty initialization
1. Select GIFT & L YALTY.
2. When the Gift & Loyalty transactions menu (ERNEXGL) appears,
scroll down and select Setup.
3. ey in your new password (or if you have not changed it, key
in the temporary password) and press the green K key.
4. Select Merchant. “Merchant ID” appears.
5. Select Edit, key in your Moneris Merchant ID and press the
green K key.
6. Select Next. “Moneris Term ID” appears.
7. Select Edit, key in the Moneris Terminal ID and press the
green K key.
8. Select Next. “Ernex Term ID” appears.
9. Select Edit, key in the Ernex Terminal ID (provided to you
when Moneris confirmed your terminal order) and press the
green K key.
10. Select Exit, then select K to save changes.
11. When the terminal returns to the Setup menu, select Comm.
12. Select Next until “Device Type” appears.
13. Make sure the “Device Type” is set to 7C. If yes, select Exit and
go to step 16. If no, go to step14.
14. Select Edit, key in 7C and press the green K key.
15. Select Exit then select K to save changes.
16. When the terminal returns to the Setup menu, scroll down
and select Initialization. “Ernex Term ID” appears.
17. Press the green K key. The terminal will complete the initialization
and return to the Setup menu.
18. Press the red CANC ANNUL key then the *(asterisk) key
to return to the applications menu.
Your terminal is ready to process gift card transactions.
Additional options
For instructions on changing the terminal language and the terminal
password in the Gift & Loyalty application, please refer to the
Moneris Vx810 Duet Operating Manual available for download from
moneris.com.
For instructions on performing gift card transactions, please refer
to the Moneris Quick eference Guide for Gift Card Transactions.
nline statements and reports
Check your monthly statement online using Moneris Merchant
Direct. Merchant Direct provides 24/7 access to daily card transaction
data (available by 7 a.m. the next morning and stored for six months)
and monthly consolidated statements (available by the third day
of the next month and stored for up to two years).
For detailed instructions, please refer to the Thank You for Your
Business guide and page 9 of the Merchant Operating Manual
included in this package.

14
Notes

® Moneris and the Moneris Solutions design are registered trademarks of
Moneris Solutions Corporation. All other marks or registered trademarks
are the marks or registered trademarks of their respective owners.
© 2012 Moneris Solutions, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2.
All Rights Reserved. This manual 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.
For informational purposes only. Neither Moneris Solutions Corporation
(“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 guide.
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 guide in terms
of their correctness, accuracy, reliability or otherwise.
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 and/or your Moneris Debit
Card 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 for free download at moneris.com/en/Support/Downloads/
MerchantManuals.aspx.
VX810-SUYT-EW (01/12)
®
For more information
• On performing transactions and end-of-day settlement
procedures, please refer to the Moneris Vx810 Duet Using
Your Terminal guide in this package.
• On all of the options available on your terminal and how to
enable them, please refer to the Moneris Vx810 Duet Operating
Manual. Visit moneris.com/duet to download a copy.