RDM synergy II User manual

RDM SYNERGY II
Installation Guide

This manual, the RDM SYNERGY II Installation Guide, is intended for RDM SYNERGY II units
only.
RDM is a trademark of RDM Corporation. All other brand names and trademarks appearing in this
guide are the property of their respective holders.
© 2009, RDM Corporation
All rights reserved. No part of this document may be reproduced in any form without the written consent of RDM Corporation.
Part Number: 302893
Revision Number: C

Contents
Compliance Statements..........................................................2
Introduction .............................................................................4
Do’s and Don’ts.......................................................................5
Setting Up RDM SYNERGY II.................................................6
Operating RDM SYNERGY II................................................16
Maintaining RDM SYNERGY II.............................................19
Troubleshooting ....................................................................22
Specifications........................................................................27
Warranty Information.............................................................29
1

Compliance Statements
FCC Compliance Statement
NOTE: This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to part 15 of the FCC
Rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a
commercial environment. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in
accordance with the instruction manual, may cause harmful interference to radio communications. Operation of this equipment in a
residential area is likely to cause harmful interference in which case the user will be required to correct the interference at his/her own
expense.
Models with internal modem: Modem-equipped models comply with Part 68 of the FCC rules and the requirements adopted by the
ACTA. They connect to the telephone line by means of a standard jack (USOC RJ-11C). On the bottom of the equipment is a label that
contains, among other information, the product identifier US: RCOMM00B2433RDM3, with no explicit mention of Ringer
Equivalence. If requested, this information must be provided to the telephone company.
The Ringer Equivalence Number (REN) is used to determine the number of devices that may be connected to a telephone line.
Excessive RENs on a telephone line may result in the devices not ringing in response to an incoming call. In most, but not all areas, the
sum of RENs should not exceed five (5.0). To be certain of the number of devices that may be connected to a line, as determined by the
total RENs permissible on your telephone line, contact the local telephone company. The REN for the RDM SYNERGY II is US:
RCOMM00B2433RDM3. The digits 00 are the REN without a decimal point (00 is the REN of 0.0).
The plug and jack used to connect this equipment to the premises wiring and telephone network must comply with the applicable FCC
Part 68 rules and requirements adopted by the ACTA. A compliant telephone cord with modular plug is provided with this product. It is
designed to connect to a compatible modular jack that is also compliant. See the installation instructions for details.
If this equipment is equipped with a modem and causes harm to the telephone network, the telephone company will notify you in
advance that temporary discontinuance of service may be required. If advance notice is not feasible, you will be notified as soon as
possible. When you are notified, you will be given the opportunity to correct the problem and informed of your right to file a complaint
with the FCC if you believe that it is necessary. Contact your telephone company if you have any questions about your phone line.
2

Telephone Company Procedures: The goal of the telephone company is to provide you with the best service it can. In order to do this,
it may occasionally be necessary for them to make changes in their equipment, operations or procedures. If these changes might affect
your services or the operation of your equipment, the telephone company will give you notice, in writing, to allow you to make any
changes necessary to maintain uninterrupted service. Connection to party line service is subject to state tariffs. Contact the state public
utility commission, public service commission, or corporation commission for information. Connection to Telephone Company
provided coin service is prohibited.
If the building where a modem-equipped RDM product is installed has specially wired alarm equipment connected to the telephone line,
ensure that the installation or operation of the modem does not disable your alarm equipment. If you have questions about what will
disable alarm equipment, consult your telephone company or a qualified installer.
All units covered by this manual have no user-serviceable parts inside. In the event repairs are ever needed to any RDM product, they
should be performed by RDM Corporation or an authorized representative of RDM Corporation. For information please contact RDM
Corporation, 4-608 Weber Street North, Waterloo, Ontario, Canada N2V 1K4, at 1-800-567-6227, or RDM’s US service agent below.
US Service Agent
Tim Luther
[phone]
[phone] (mobile)
[email protected]
Industry Canada Compliance Statement
This product meets the applicable Industry Canada technical specifications/Le présent materiel est conforme aux specifications
techniques applicables d’Industrie Canada.
The Ringer Equivalence Number is an indication of the maximum number of devices allowed to be connected to a telephone interface.
The termination on an interface may consist of any combination of devices subject only to the requirement that the sum of the RENs of
all the devices does not exceed five/L’indice d’équivalence de la sonnerie (IES) sert à indiquer le nombre maximal de terminaux qui
peuvent être raccordés à une interface téléphonique. La terminaison d’une interface peut consister en une combinaison quelconque de
dispositifs, à la seule condition que la somme d’indices d’équivalence de la sonnerie de tous les dispositifs n’excède pas 5.
For information contact: RDM Corporation, 4-608 Weber Street North, Waterloo, Ontario, Canada N2V 1K4
3

Introduction
RDM SYNERGY II is a versatile, feature-rich, all-in-one Point-Of-Sale (POS) payment solution.
Utilizing RDM's industry leading progressive MICR method and imaging technology, RDM
SYNERGY II is ideal for Electronic Check Conversion (ECC).
With an integrated keypad, magstripe reader,
graphical display, bi-directional document drive,
OCR MICR assist, franking acknowledgment
printer, and optional thermal printer, RDM
SYNERGY II is the only terminal you need for all
card and ECC payment acceptance.
RDM SYNERGY II supports:
Checks
Credit, debit, and ATM cards
Electronic benefits transfer (EBT)
4

Do’s and Don’ts
Requirements
RDM SYNERGY II is for indoor use only. Keep RDM SYNERGY II dry and avoid areas of
high humidity.
RDM SYNERGY II must be used with the power adapter supplied in the original shipping
container, power adapter model (RDM Part #302815).
Do not remove any cabinetry other than the areas specified in this guide; removing cabinetry
other than the areas specified in this guide will void the warranty.
Recommendations
Save the original box and packing material. Re-use them if the unit must be shipped to a new
location.
Position the unit so that the operator has easy access to the check path and a clear view of the
display. Do not put the unit close to a heat source, in direct sunlight or close to any device that
can emit electromagnetic interference such as a computer monitor or power adapter.
5

Setting Up RDM SYNERGY II
To set up RDM SYNERGY II, follow steps A – H.
Your RDM SYNERGY II product
package includes the following:
The RDM SYNERGY II terminal
Power adapter
Telephone line
One thermal printer paper roll
Check Franking Acknowledgement
Printer Cartridge
NOTE: Before unpacking the box,
examine it for damage received in
shipping. If the terminal, or any
component, appears damaged, do not
use it. File a claim with the shipping
company and contact your distributor.
A. Choose a Location
Locate your terminal in a place that:
has a flat surface, such as a countertop or table;
is convenient for the terminal operator;
is not close to any device that can emit
electromagnetic interference such as a computer
monitor or power adapter;
offers adequate ventilation and protection from
elements such as heat, dust, oil, or moisture;
is close to a telephone line or network connection
(depending on your unit) and power connections.
B. Unpack the Shipping Box
Open the top of the box. Remove and unwrap the items.
Save the box and wrapping for future use.
6

C. Inspect the Unit’s Features
Display and Keypad:
7

Inside Components:
8

Connection Ports:
RDM SYNERGY II can be installed in different configurations. These configurations are designed
and programmed by the distributor (installer) to suit your unique needs. Install as per instructions
from your distributor (reseller).
Power: Red. Connect the power adapter
to this port.
USB: Orange. Use this port to connect
optional peripheral devices.
AUX: Yellow. Use this port to connect
optional peripheral devices.
COM: Green. Use this port to connect
optional peripheral devices.
Ethernet: Blue. This port offers an Ethernet
connection to be connected to a
LAN (Local Area Network) line.
TEL: Purple. This port offers a modem
to be connected to a telephone
line.
NOTE: The Ethernet port includes two small
LED lights. The left light flashes when the line is
properly connected. The right light flashes during
network activity. The TEL port does not come
equipped with LED lights.
9

D. Insert the Franking Acknowledgement
Printer Cartridge
The Franking Acknowledgement Printer Cartridge is an ink stamp,
which marks each check to read “Electronically Presented” or a
customized message. It is installed into the unit. Follow these
directions to insert it into the unit.
I. Access the Printer Assembly:
1. Press the latch and lift the cover to access the
imaging frame.
2. Lift the imaging frame to access the feed plate.
3. Locate the blue tab on the right side of the unit.
With your thumb on the outside of the unit,
apply enough pressure to pull the blue tab
towards the outside of the unit and hold it there.
4. While holding the blue tab, lift the document
feed plate up and left to free it from the right
side.
5. To free the plate from the left side, pull it up and
to the right. Remove the plate completely.
(continued…)
10

II. Insert the Franking Roller Cartridge
into the Printer Assembly:
1. Drop the franking roller straight into the printer
assembly.
2. Apply pressure to the widest part of the flat top
until the roller clicks into place.
3. Replace the document feed plate by pressing down
firmly until it clicks into place.
4. Close the imaging frame.
5. Close the outside cover.
CAUTION:
Ink may be harmful if swallowed.
Avoid contact with eyes.
Damage to the unit or the roller resulting from
modifying the roller is not the responsibility of RDM.
Intended for single use only.
Not licensed for modifications.
RDM may change product designs, features or
specifications at any time.
11

E. Connect to a Telephone Line or Network Line
CAUTION: RDM SYNERGY II comes equipped with a TEL port and an ETHERNET port. NEVER plug
a telephone line into the Ethernet port, and never plug an Ethernet line into the TEL port.
FOR TEL: Follow these directions to connect the RDM SYNERGY II modem to a telephone line:
1. Insert the end of the telephone line into the TEL port on the back of the terminal.
2. Insert the other end of the telephone line into the telephone company wall jack.
CAUTION: Plug the telephone line into an “outside line,” analog phone jack only; the modem will not
work if plugged into a PBX digital line.
FOR ETHERNET: Follow these directions to connect the RDM SYNERGY II network line to the
Local Area Network (LAN):
1. Insert the end of the Ethernet line into the Ethernet port on the back of the terminal.
2. Connect the other end of the Ethernet line into a network port, another terminal or a
computer, as required.
12

ATTENTION
For WiFi Environments:
Guidelines for meeting PCI DSS v1.1 wireless requirements if the Synergy II terminal is to be installed in a
wireless network (Wi-Fi) environment.
A firewall is required between any wireless networks and the cardholder data environment (i.e. the Synergy II
device), and the firewall must be configured to deny any traffic from the wireless environment or from
controlling any traffic if such traffic is necessary for business purposes (PCI DSS 1.3.8).
For wireless environments, the installer must change wireless vendor defaults, including but not limited to,
wired equivalent privacy (WEP) keys, default service set identifier (SSID), passwords, and SNMP
community strings. The installer must disable SSID broadcasts and enable Wi-Fi protected access (WPA and
WPA2) technology for encryption and authentication when WPA-capable (PCI DSS 2.1.1).
For wireless networks transmitting cardholder data, transmissions must be encrypted using Wi-Fi protected
access (WPA or WPA2) technology, IPSEC VPN, or SSL/TLS and that one should never rely exclusively on
wired equivalent privacy (WEP) to protect confidentiality and access to a wireless LAN. If WEP is used, the
installer must do the following: Use with a minimum 104-bit encryption key and 24 bit-initialization value,
Use ONLY in conjunction with Wi-Fi protected access (WPA or WPA2) technology, VPN, or SSL/TLS,
rotate shared WEP keys quarterly (or automatically if the technology permits), rotate shared WEP keys
whenever there are changes in personnel with access to keys, and restrict access based on media access code
(MAC) address.
13

F. Connect Peripheral Devices
RDM SYNERGY II works with several different optional tools that facilitate POS transactions, such
as PINpads, bar code wands, or smart card readers. Each of these peripheral devices plugs into any of
the USB, AUX, or COM ports on the back of the terminal as directed by your distributor.
CAUTION: Before connecting any optional tool, ensure the unit is unplugged from its power source.
G. Connect the Power Cord
1. Insert the round end of the power cord into the POWER port on the back of the terminal.
2. Plug the metal-pronged end of the power cord into an electrical power outlet.
CAUTION: Disconnecting the power source while the terminal is processing a transaction may cause data
files stored in the unit’s memory to be lost.
When you connect to power, the LED and the display will light up. Your unit is now turned
on.
14

H. Install the Printer Paper Roll
RDM SYNERGY II uses single-ply, thermal-sensitive paper that comes in a roll that is 2.25 inches
(5.8 cm) wide.
CAUTION: Handle thermal paper with care; friction, humidity, light, etc. will damage it. Do not load paper
with wrinkles, folds, or tears. For best results, cut the paper, rather than tearing it, to feed it into the printer.
To install a roll of paper:
1. Ensure that RDM SYNERGY II is turned on.
2. Swing open the clear plastic paper roll cover at the back of the unit.
3. Hold the paper roll with the paper feeding from the bottom and guide the straight-cut
end of the paper into the paper feed slot that is in line with the holder. The feed
mechanism will start to pull the paper into the unit.
4. Place the roll loosely into the paper roll holder.
5. Swing the paper roll cover back into place.
15

Operating RDM SYNERGY II
Preparing Checks
To reduce the possibility of errors and damage to the unit, you should:
Remove all folds and creases in the check.
Remove any paper clips and staples from the check.
Feeding Checks
RDM SYNERGY II is ready to accept checks when the LED is
green. As shown on the right, insert the check:
flush to the right side of RDM SYNERGY II;
information side facing up;
CAUTION: Do not open the cover or otherwise
try to access the inside of the unit while it is in
the process of scanning a document.
MICR line to the inside right.
Swiping Credit Cards
Swipe the credit card with the black, magnetic stripe facing downward and to the left.
16

Understanding Status Signals
RDM SYNERGY II comes equipped with the default light and sound signals described below.
However, the light and sound signals may change depending on the application in use. For a more
detailed status description, always look at the terminal display.
Default Light Signals:
The unit’s status is shown through a single, multi-state LED (light emitting diode)—the light on the
top, front, right-hand side of the unit. The table below details typical status signals and their meanings:
LED Meaning and Instruction
Green Solid The unit is ready to accept a transaction, e.g. insert a check.
Green Flashing The unit is busy, processing the last transaction. Wait for the job to finish.
Amber Solid The unit is idle. Start the next job.
Amber Flashing The unit is sending or receiving information. Wait for it to finish.
Red / Green /
Amber Flashing
The unit is processing information. Wait for it to finish.
Red Solid The unit failed during operation. Check the display for instructions.
Red Flashing An error occurred during processing.
17

A Typical Check Processing / LED Cycle:
1. The unit is on and idle. The LED is Solid Amber.
2. A command is entered to start a transaction. The LED turns to Solid Green.
3. A check is run through the unit. The LED turns OFF (3-4 seconds) then Flashes Green.
4. The terminal displays an “Approved” message. The LED returns to Solid
Amber.
18