VeriFone Carbon Mobile 5 User manual

Verifone Android
Carbon Mobile 5 with Printer
Document Version 16
Software Version: CM5-O-3.11.4
EN

User Guide CM5P
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Table of Contents
TERMINAL USAGE BASICS ....................................................................................................................................................... 4
Charging the Battery ........................................................................................................................................................... 6
Manual Start Up.................................................................................................................................................................. 6
Manual Shutdown............................................................................................................................................................... 6
SIM SETUP............................................................................................................................................................................... 7
OUT OF BOX SETUP................................................................................................................................................................. 8
Language selection.............................................................................................................................................................. 8
Wi-Fi Setup.......................................................................................................................................................................... 9
Network Detection............................................................................................................................................................ 10
Configure Device ID........................................................................................................................................................... 10
Software Upgrade .............................................................................................................................................................11
Installation Complete........................................................................................................................................................ 11
SIM HANDLING...................................................................................................................................................................... 12
Single SIM Handling .......................................................................................................................................................... 12
Dual SIM Handling and Switching .....................................................................................................................................12
PAYMENT DEVICE MODES .................................................................................................................................................... 13
Default Application ...........................................................................................................................................................13
Standard Android Mode ...................................................................................................................................................13
POS Mode .........................................................................................................................................................................14
USER MANAGEMENT ............................................................................................................................................................ 15
Passcode Setup .................................................................................................................................................................16
User Authentication Management ...................................................................................................................................17
PAYMENT FUNCTIONS ..........................................................................................................................................................18
Transaction Selection........................................................................................................................................................ 18
Purchase............................................................................................................................................................................ 18
Refund transaction............................................................................................................................................................ 22
Split Payment ....................................................................................................................................................................25
Void transaction................................................................................................................................................................ 26
ERROR SCENARIOS ................................................................................................................................................................28
For Chip cards ................................................................................................................................................................... 28
For Contactless cards ........................................................................................................................................................ 28
For MSR (Magnetic Stripe) cards ......................................................................................................................................28
Other ................................................................................................................................................................................. 29

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ORDER HISTORY .................................................................................................................................................................... 30
Search Orders and Advanced search ................................................................................................................................ 30
Order details and receipt reprint...................................................................................................................................... 32
REPORTS................................................................................................................................................................................ 33
Sales overview...................................................................................................................................................................33
Current totals report......................................................................................................................................................... 34
Reset totals report ............................................................................................................................................................ 34
ACCESSIBILITY........................................................................................................................................................................ 35
Accessible PIN Entry.......................................................................................................................................................... 35
Accessibility Training......................................................................................................................................................... 36
Assistant PIN Entry............................................................................................................................................................37
TERMINAL HARDWARE ......................................................................................................................................................... 38
Full software update ......................................................................................................................................................... 38
Android Application Update .............................................................................................................................................39
Payment Application Configuration Update..................................................................................................................... 39
Diagnostics ........................................................................................................................................................................40
Device Manager ................................................................................................................................................................ 48
Lock screen and Sleep....................................................................................................................................................... 50
Sounds............................................................................................................................................................................... 51

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TERMINAL USAGE BASICS

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Charging the Battery
Description
To charge the battery.
User action
After unpacking your Verifone Carbon Mobile 5 device, charge the unit for
eight hours or until fully charged.
Manual Start Up
Description
To start up or power on the terminal.
User action
Hold the start/power button for about 3 seconds until the device displays
the start-up screen.
Manual Shutdown
Description
To shut down or power off the terminal.
User action
Hold the start/power button for about 1 second until the message is
displayed on the screen. Touch the "Power Off" selection to turn off.

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SIM SETUP
Description
1 Nano SIM Slot
1 micro SAM or 2nd micro SIM Slot
User action
To install SIM cards please turn off your device, remove the battery cover
then remove the primary battery from the battery compartment (keep the
battery connected).
Insert the SIM card (with the SIM chip facing down) by carefully sliding it
into the slot until the card is fully inserted.
After the SIM card is entered place the primary battery back in the
terminal battery compartment and then put on the battery cover.
Note: If the device was powered on during insertion, please reboot the
device after inserting the SIM card.

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OUT OF BOX SETUP
Language selection
Description
When the device is first booted up, the language selection screen will be
the first screen the user will see. Shows the list of supported languages
with locales.
User action
Language and Country can be selected here, where they will be applied to
system and all applications which supports the selected language.
Information ( )
It shows a summary about the device, which can be used to validate
software stack before starting the activation process:
Model name
Serial number
Device manufacturer
Battery level
VHQ Customer ID
Certificate Sponsor ID
Android build version
Engage ADK and VOS versions
Information about installed warranty keys
Battery voltage
Current connection status
SIM card status
Android version
Date & Time
Part number
URL of VHQ server
Heartbeat frequency
Current IP address.

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Wi-Fi Setup
Description
Displays list of available Wi-Fi Networks (SSID, strength).
Unsecured or WEP network cannot be selected.
User action
The user can select secured access point, after selection credentials will
be requested. Possible to move to the next screen if Ethernet/Mobile is
connected.
Description
Wi-Fi network credential input. If the password entered is correct a
connection will be established automatically. There is an option to
configure a static connection with help of “Advanced Options”.
User action
Requested to enter network credentials. The User can return to the
previous screen or use the ‘Advanced Options’ to go to Static network
configuration.
Optional Static and/or Proxy configuration
If Advanced Options are selected then the user can enter the static
network configuration information for the selected access point.
Proxy configuration (Manual or Auto-config) can be entered as well.
The same configuration setting options are available for Ethernet
connection types.

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Network Detection
Description
The terminal checks the internet availability and time configuration, these
settings are used to communicate with Verifone servers.
User action
The user is not required to do any action at this stage.
Configure Device ID
Description
Device ID entry.
User action
Received Device ID (DID) must be entered in the corresponding field and
the button “submit” must be pressed.

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Software Upgrade
Description
These are the different stages of VHQ update process as well as multiple
Software package installations.
User action
The user is not required to do any action at this stage and must wait until
all the installation steps are completed.
As soon as the packages are downloaded, the installation will start.
Multiple reboots may occur based on the package types involved.
Installation Complete
Description
The device is ready to use.
User action
The user must click on the “OK” button to complete the Setup Wizard.
Optional Info
If the “More info” is selected, a pop-up dialog will show summary about
the device, which can be used to validate software stack.
Description
After the out of box (OOB) setup is completed, the user will see the POS
application.
User action
The user has access to the full functionality of the terminal.

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SIM HANDLING
Single SIM Handling
Description
When a single SIM is placed into the device, the CM5P detects which slot
is used and automatically selects that for use.
User action
Pull down the notification curtain on the device to view the “Quick
Settings”for your device. The text under the SIM icon will indicate which
slot has an active SIM card.
A long press on the SIM icon will bring the user to the SIM settings menu.
The SIM settings menu is also accessible by going to Settings →SIM cards.
Dual SIM Handling and Switching
Description
The device software does not perform automatic switching between the
SIM cards.
User action
Navigate to the Settings application, select Network & Internet and then
select SIM Cards.
Select preferred SIM card, by pointing out the primary SIM under the
“Preferred SIM for” section.

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PAYMENT DEVICE MODES
Description
The Device modes allow the user to change the behaviour of the default
or home application of the device, as well as lock the device to a particular
application.
Modes of Operation
1) Standard Android Mode
2) POS Mode
Default Application
Description
To configure default application.
User action
Go to Settings →Apps & notifications →Advanced →Default apps →
Home app.
Select your Home application.
Standard Android Mode
Description
If the device is set to the standard Android mode (in Home app Launcher3
is selected), then it will boot into the standard home application.
User action
The user can access all applications by swiping up.

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POS Mode
Description
If the device home application is set to Connect Express, this will be the
default (primary) application, the POS mode will start automatically when
the device is switched on and returned to whenever pressing the “home”
button.
User action
Whenever pressing the “home” button the device will return to the
primary application “Connect Express”.
It is still possible to launch applications by having the standard Launcher
application accessible from the notification curtain area.

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USER MANAGEMENT
Description
The user management component will require certain functions to request user authentication before proceeding.
There are three defined roles supported. Each role requires a passcode:
The Admin Role
•The Admin can authorise all supported roles.
•The Admin can update the Manager and the Cashier passcodes.
•The Admin passcode is set by an algorithm.
•The algorithm will be known to both help desk and the terminal.
•The algorithm will incorporate a seed value specific to the acquirer.
•The algorithm will act as a daily passcode.
The Manager role
•The Manager can authorise the Manager and the Cashier.
•The Manager can update the Manager and the Cashier passcodes.
The Cashier role
•The Cashier can authorise only the Cashier.
•The Cashier cannot update the Cashier passcode.
Description
The passcodes can be set up in Connect Express menu. The Settings menu
allows the merchant to view and change certain settings. When accessing
the settings menu for the first time the user will be prompted to create
passcodes, later, if needed, the passcodes can be changed there as well.
The security menu is used to configure secure options.
User action
Go to Connect Express menu and select Settings. Then select Security.

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Passcode Setup
Description
If the passcode hasn’t been set up during OOB, the “Passcode
Requirements”information will be displayed.
•Cannot repeat same digit more than 3 times
•Cannot enter digits in sequential order
•The Manager passcode must be between 6 and 12 characters in
length
•The Cashier passcode must be between 4 and 12 characters in length
•The Cashier and the Manager passcode cannot be the same
To set up the employee passcodes you need to request the daily admin
passcode from Helpdesk.
Description
Create and confirm the passcode for the Manager.
User action
Enter the Manager passcode.
Re-enter the Manager passcode.
Description
Create and confirm the passcode for the Cashier.
User action
Enter the Cashier passcode.
Re-enter the Cashier passcode.
Passcode management
•The passcode can be changed on the terminal, if the current passcode
is known. The Manager can change the Cashier passcode
•The user can reset the passcode using the daily Admin password which
can be obtained by calling Helpdesk.
Sales Overview authentication level - None, Manager, Cashier.
Settings authentication level - None, Manager, Cashier.

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User Authentication Management
Description
The Manager and the Cashier authentication prompt.
User action
Enter the Manager or the Cashier passcode on the device for
authentication.
Description
Select different role at the authentication prompt.
User action
To switch roles, select the three dots at the top right corner at the
authentication prompt.

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PAYMENT FUNCTIONS
Transaction Selection
The transaction selection step consists of two parts:
Amount Input
The maximum possible amount value can be configured and by default it
is set to €1000000.
Transaction Type Selection
The terminal provides the merchant with the option to choose the
transaction. The merchant can see the available transaction types by
selecting the button “Other”.
Purchase
Description
The merchant is prompted to enter the amount of the transaction. The
transaction amount is validated to ensure that the maximum amount is
not exceeded. Purchase transactions with amount 0.00 are not allowed.
User action
Selecting the “Card”button starts the card payment.
Selecting the “Other”button presents the user with other transaction
options such as refund.
Pressing the “C” button will reset the current amount.
The top left menu gives access to administrative functions.

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Description
After the amount has been entered, and the button “Card” has been
selected the Customer can insert, tap, or swipe the card.
User Action
The user inserts, taps or swipes payment card to proceed with payment
processing.
Description
After the card is inserted, tapped or swiped, the terminal indicates that it
is processing card data, by showing “Please Wait…” screen.
User Action
The user is not required to do any action at this stage.
Description
If the CVM for the card is PIN, then the PIN will be prompted after the
“Please Wait…” screen.
If the customer has entered an incorrect offline PIN and “Enter” has
been selected, the terminal will display a warning message that an
incorrect PIN has been entered.
PIN Bypass is available for card that support both PIN and Signature CVMs.
The customer can press “Enter” without entering a PIN. If PIN Bypass is
not enabled, the “Enter”key is not enabled until 4 digits are entered
This will be displayed only for cards that use a PIN as the cardholder
verification method, otherwise the terminal will skip this screen and
move to authorisation of the card.
User Action
The user must enter the PIN and select the “Enter” button.
The user can reset the PIN entry by pressing the “C” button.

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Description
After the card data has been read, the device will display the message
“Authorising…”. This indicates that the device is performing online
authorisation by communicating with the acquirer’s host system.
User Action
The user is not required to do any action at this stage.
Description
When card data has been authorised, the terminal will show an
“Approved” screen. This informs the customer that the payment has
completed successfully. The customer is prompted to remove the card, if
it’s still inserted. The terminal will play a notification sound until the card
is removed.
User Action
The customer must remove the card.
Description
If the CVM for the card is Signature, or PIN Bypass has been selected at
the PIN prompt, the device, will prompt the customer to sign the receipt.
Otherwise the terminal will skip the signature validation and proceed with
customer receipt printing. Signature entry is prompted when the
transaction amount is higher than the signature required minimum
amount.
User Action
The customer signs the receipt.
If the customer has made an error while signing the receipt, the
signature can be cleared by pressing the “Clear” button.
The customer presses the “Done” button, when the receipts has been
signed.