Ingenico Lane 3000 Manual

Shift4 tetra external devices

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Using Ingenico TETRA External Devices

This document coincides with UTG release 3223 and is intended for vendors and developers using external devices

that support EMV with their POS/PMS systems. Device settings and configurations are discussed in this document.

To use EMV devices with Shift4, a Universal Transaction Gateway

external devices, such as PIN pads, when configuring the UTG.

Configuring Ingenico TETRA Devices

If you are using Ingenico TETRA devices, this section will discuss the following:

•

Setting up your device to work with Shift4 and UTG

•

Configuration options and settings in UTG

•

Collecting information for Lighthouse Transaction Manager (LTM) configuration

•

Downloading and modifying Shift4 template forms

Ingenico Lane/3000 PIN Pad Device Overview

The Ingenico Lane/3000 offers keypad and multiple card reader functionalities.

The Lane/3000 supports EMV chip & PIN, EMV chip, and magstripe transactions, as well as contactless NFC, mobile

wallet, and alternative payment methods. It also supports QR code transactions, P2PE, line item display, and BIN

management. This device can be connected to UTG via serial, USB, or Ethernet.

Latest Unified Payment Platform (UPP) Versions for Lane/3000

Ingenico Firmware

UPP version 5.8.5

P2PE

Supported?

Yes

Document v4.2 | UTG v3223+

External Use NDA

Page 1 of 68

(UTG

) is required. It may be necessary to adjust

Description of Issue

Does not honor the Reboot Time set in UTG

TuneUp.

Can cause duplicate charges due to not clearing

previous EMV transaction information.

Can cause device to stick at a gray or black

screen after the 24-hour auto reboot.

Need help?

Do you have a question about the Lane 3000 and is the answer not in the manual?

Questions and answers

Summary of Contents for Ingenico Lane 3000

Page 1 ) is required. It may be necessary to adjust external devices, such as PIN pads, when configuring the UTG. Configuring Ingenico TETRA Devices If you are using Ingenico TETRA devices, this section will discuss the following: • Setting up your device to work with Shift4 and UTG •...
Page 2 Using Ingenico Tetra External Devices P2PE Ingenico Firmware Supported? Description of Issue Supported? UPP version 5.8.9 Does not honor the Reboot Time set in UTG TuneUp. Can cause duplicate charges due to not clearing previous EMV transaction information. Can cause device to stick at a gray or black screen after the 24-hour auto reboot.
Page 3 Using Ingenico Tetra External Devices During installation and configuration, the keypad special keys function as follows: F3/Arrow Up: Scroll up. • • F2/Arrow Down: Scroll down. • Enter: Select highlighted item. • Cancel or Clear: Previous screen. • Any button enables backlight.
Page 4 Using Ingenico Tetra External Devices Ingenico Lane/3600 PIN Pad Device Overview The Ingenico Lane/3600 offers keypad and multiple card reader functionalities. The Lane/3600 supports EMV chip & PIN, EMV chip, and magstripe transactions, as well as contactless NFC, mobile wallet, and alternative payment methods. It also supports QR code transactions, P2PE, line item display, and BIN management.
Page 5 Using Ingenico Tetra External Devices During installation and configuration, the keypad special keys function as follows: F3/Arrow Up: Scroll up. • • F2/Arrow Down: Scroll down. • Enter: Select highlighted item. • Cancel or Clear: Previous screen. • Any button enables backlight.
Page 6 Using Ingenico Tetra External Devices Ingenico Lane/5000/7000 PIN Pad Devices Overview The Ingenico Lane/5000/7000 devices offer keypad and multiple card reader functionalities. The Lane/5000/7000 UPP devices support EMV chip & PIN, EMV chip, and magstripe transactions, as well as contactless NFC, mobile wallet, and alternative payment methods. These devices also support QR code transactions, P2PE, line item display, and BIN management.
Page 7 Using Ingenico Tetra External Devices Shift4 Template Forms Links for Lane/5000/7000 To download and extract the Shift4 template forms, use the links in the table below. For this device... Download the template forms here... Ingenico Lane/5000 https://myportal.shift4.com/downloads/lane5000.zip Ingenico Lane/7000 https://myportal.shift4.com/downloads/lane7000.zip...
Page 8 Using Ingenico Tetra External Devices Ingenico Link/2500 PIN Pad Device Overview The Ingenico Link/2500 offers keypad and multiple card reader functionalities. The Link/2500 supports EMV chip & PIN, EMV chip, and magstripe transactions, as well as contactless NFC and mobile wallet. It also supports QR code transactions, P2PE, line item display, and BIN management. This device can be connected to UTG via Wi-Fi, Bluetooth, or USB.
Page 9 Using Ingenico Tetra External Devices Shift4 Template Forms Link for Link/2500 To download and extract the Shift4 template forms, use the link in the table below. For this device... Download the template forms here... Ingenico Link/2500 https://myportal.shift4.com/downloads/link2500.zip Note: For information and instructions on downloading and working with...
Page 10 • Bluetooth • The Ingenico Bluetooth Smart Base (Bluetooth is used to connect to the base station, and a serial or USB cable • is used from the Smart Base to the PC on which the UTG is installed.) Note: If the base is connected by Ethernet and then to Bluetooth, it will not work. Either serial (USB/RS232) must be used.
Page 11 Using Ingenico Tetra External Devices P2PE Ingenico Firmware Supported? Description of Issue Supported? UPP version Fixes intermittent Lane Closed display issue. 6.80.09 UPP version 7.80.35 UPP version No known issues at this time. 8.83.02 Shift4 Template Forms Link for Move/5000 To download and extract the Shift4 template forms, use the link in the table below.
Page 12 Using Ingenico Tetra External Devices During installation and configuration, the keypad special keys function as follows: Use the up and down arrows to navigate. • • Enter: Select highlighted item. • Cancel or Clear: Previous screen. • Any button enables backlight.
Page 13 Using Ingenico Tetra External Devices Ingenico TETRA Devices UPP Versions Supported and Known Issues P2PE Ingenico Firmware Supported? Description of Issue Supported? UPP version 5.8.5 Does not honor the Reboot Time set in UTG TuneUp. Can cause duplicate charges due to not clearing previous EMV transaction information.
Page 14 Using Ingenico Tetra External Devices To find the UPP version on the TETRA device, complete the following steps: Reboot the device. The UPP version is displayed on boot up. Note: The UPP devices are set to automatically idle on startup, even when UTG is not running.
Page 15 Lighthouse Transaction Manager is optional. The serial number on an Ingenico TETRA device can be located externally and internally. This serial number will be needed by the Administrator to configure the EMV device correctly in Lighthouse Transaction Manager, unless you have unique API Terminal IDs.
Page 16 Verifying Encryption Keys on Ingenico TETRA Devices There are two methods for verifying the Encryption Keys on Ingenico RBA devices. If you already installed and configured UTG and are currently using UTG version 2285 or above, upon starting the UTG, a .txt file is created in your trace folder that contains the encryption key information.
Page 17 Rebooting the Device To reboot the Ingenico TETRA devices, simultaneously hold the Yellow (Clear or <) and Symbol (- or . or .,#) keys until the device displays "Reboot in Progress." During boot-up, the device beeps and startup routines flash briefly on the screen.
Page 18 Using Ingenico Tetra External Devices Setting Serial, USB, and Bluetooth Communication Parameters You must configure the serial communication parameters if your device is set as Serial, USB<>CDC, or Bluetooth. To verify and set device serial communication parameters, complete the following steps: Note: These steps were documented using a Lane/5000 and Lane/3000.
Page 19 Using Ingenico Tetra External Devices Bluetooth To configure a device for Bluetooth, complete the following steps: When Idling or on Lane closed screen, input 2, 6, 3, 4, Enter. Press F when prompted. Select TDA. Select Configuration. Select Communication. Select Comm Type.
Page 20 Using Ingenico Tetra External Devices Setting Ethernet Communication Parameters You must configure the Ethernet communication parameters if your device is set as Ethernet. To verify and set Ethernet communication parameters, complete the following steps: From the Tetra system menu, select the TDA icon.
Page 21 Using Ingenico Tetra External Devices Configuring Devices for WiFi To configure a device for WiFi, complete the following steps: When Idling or on Lane closed screen, input 2, 6, 3, 4, Enter. Press F when prompted. Select TDA. Select Configuration.
Page 22 Using Ingenico Tetra External Devices UTG Configuration Settings for Ingenico TETRA Devices Minimum Digits/Maximum Digits It is possible to configure the minimum and maximum number of digits a cardholder is required to enter on a payment device. This can be a range, for example 8 digits to 32 digits, or it can be a specific number, such as 20.
Page 24 BIN Range Overrides Ingenico TETRA devices provide a BIN Range Overrides option. The BIN Range Overrides option allows a merchant to require CVV for credit cards, but bypass CVV for certain cards (such as gift cards) that may not have a card security code.
Page 25 Using Ingenico Tetra External Devices Nested BIN Range Overrides Nested BIN Range Overrides can also be created. To create a nested BIN range override, enter the smaller subrange first, followed by the larger range. In the example below, a merchant has a large range of gift cards that will need to bypass CVV and Exp Date. The merchant also has a smaller subrange of cards that will only bypass CVV.
Page 26 Line Item Details on the PIN Pad It is possible to display line item details on Ingenico TETRA non-mobile devices and the Link/2500 or Move/5000 mobile devices. This feature is automatically enabled as long as the POS/PMS supports it and the required forms are loaded on the device.
Page 27 Using Ingenico Tetra External Devices Ingenico TETRA Bypass Amount Support Ingenico TETRA devices have the ability to enable Bypass Amount OK. If selected, the device will not prompt for amount confirmation. Document v4.2 | UTG v3223+ © 2024 Shift4. All rights reserved.
Page 28 Using Ingenico Tetra External Devices Ingenico TETRA EBT Support The Ingenico TETRA devices have the ability to enable or disable Electronic Benefit Transfer (EBT) processing. EBT processing is disabled by default. To enable EBT processing, complete the following steps: 1. In UTG TuneUp, on the Edit Device screen, locate and select one or both of the following options: •...
Page 29 Configuring Ingenico TETRA Line Length Support The Ingenico TETRA devices have the ability to wrap text on the List Box elements based on the Line Length setting in UTG TuneUp. UTG will wrap the text at the number of characters specified in the Line Length setting. The default values work best with the default Shift4 forms;...
Page 30 Using Ingenico Tetra External Devices Configuring Ingenico TETRA Beep Volume You can control the volume of Ingenico TETRA devices from UTG TuneUp. This is the volume level the device will beep for actions, such as pressing a button or EMV card removal prompt.
Page 31 Configuring Ingenico TETRA Debit Key Index The Ingenico TETRA devices have the ability to be injected with up to five keys. This allows the same device to be used for multiple processors. Debit Key Index 0, 1, 2, 3, and 5 are available. Debit Key Index 4 is reserved for P2PE keys.
Page 32 Using Ingenico Tetra External Devices Configuring Amex Key Index This feature allows you to enter an Amex Key Index number to support using a different key slot for the Online PIN key when processing an Amex EMV card. Document v4.2 | UTG v3223+ ©...
Page 33 Using Ingenico Tetra External Devices Ingenico TETRA Source Serial Number Support The Ingenico TETRA devices have the ability to download card ranges and EMV settings based on the Shift4 serial number under which UTG is configured. Some merchant’s UTGs are configured for a different Shift4 serial number than where the Shift4 merchant ID is set up.
Page 34 Using Ingenico Tetra External Devices Location Settings UTG TuneUp allows you to set location settings: 1. From the Country Code drop-down list, select the country where the merchant is processing: • US: United States • CA: Canada • GB: United Kingdom of Great Britain and Northern Ireland •...
Page 35 Using Ingenico Tetra External Devices 4. Click OK. 5. Click Save. Requirement: If the merchant is processing transactions in Canada with this UTG, Use Transaction Manager must be selected on the Express tab. In addition, see the applicable section in the...
Page 36 Using Ingenico Tetra External Devices Ingenico TETRA Tip UTG TuneUp allows you to configure Tip settings for Ingenico TETRA devices. If Enable Tip is selected, there are three configuration options to choose from when prompting for a tip: • You can prompt for the consumer to enter a tip amount when prompting for a tip by completing the following steps: Select Enable Tip.
Page 37 Using Ingenico Tetra External Devices The example below displays a configuration where tip is enabled, percent is selected, and only three percentages will be displayed when prompting for tip. For more information on configuring this feature, see the Installation and Configuration Guide.
Page 38 Using Ingenico Tetra External Devices Setting Post-Connect Delay The Post-Connect Delay feature provides a configurable timer to set the number of seconds to wait after connecting to the device before sending it any commands (for example, when a device reboots). If a command is sent to quickly after connection, the device may get stuck on a gray screen.
Page 39 Using Ingenico Tetra External Devices Configuring Reboot Time The Reboot Time option is provided to satisfy a PCI requirement for devices that are PCI PTS version 4.X and above. To satisfy the PCI requirement, the devices must be rebooted every 24 hours. The Reboot Time option allows you to set a convenient time when the device will automatically be rebooted.
Page 40 Using Ingenico Tetra External Devices Enabling QR Payments QR Payments requires UTG 3029 or higher. If you are running an older version of UTG, you will need to update to the latest UTG version before enabling QR Payments. The device packages contain two default forms packages: FORMS.TGZ and QRFORMS.TGZ. The QRFORMS.TGZ has the QR Pay button enabled on the CARD.K3Z and CARDM.K3Z forms, whereas FORMS.TGZ has the QR Pay button...
Page 41 Using Ingenico Tetra External Devices Open the Ingenico Form Builder application. You can download it here: https://myportal.shift4.com/downloads/ingenicotools.zip. b. Click File - Open and browse to the directory where you extracted the forms package. Select CARD.K3Z and click Open. Document v4.2 | UTG v3223+ ©...
Page 42 Select CARDM.K3Z and click Open. h. Select the QR Pay button and set the Visibility to Visible. Click the save button. Close the Ingenico Form Builder application. Document v4.2 | UTG v3223+ © 2024 Shift4. All rights reserved. External Use NDA...
Page 43 Using Ingenico Tetra External Devices 4. Package the forms with your changes. Open the Ingenico Data Packaging Tool. You can download it here: https://myportal.shift4.com/downloads/ingenicotools.zip. b. Set the input folder to the location where you extracted the forms. Set the output file to the FORMS.TGZ file in the location where you extracted the forms.
Page 44 Using Ingenico Tetra External Devices The application will create an updated FORMS.TGZ file with the changes you made. Click OK then close the Ingenico Telium Data Packaging Tool. 5. Push the updated forms package to the device. See the UTG Automatic Form Loading and UPP Update section for more details.
Page 45 Using Ingenico Tetra External Devices Ingenico Form Flexibility The Ingenico form tools provide the merchant the ability to modify the current Ingenico PIN Pad forms to match their branding. Downloading the Shift4 Template Forms for Ingenico Devices Downloading Ingenico TETRA Forms To download and extract the Shift4 template forms, use the links in the table below.
Page 46 Using Ingenico Tetra External Devices 3. Extract the files: Open the ZIP file and click Extract all files. • In the Extract window, navigate to the folder where you want to save the template forms and click OK. • •...
Page 47 Windows users and Mac users. Important: The USB Driver is currently not supported in Windows 10. If you are using an Ingenico TETRA device with Windows 10, the com ports will be automatically virtualized. You will only need to verify the settings.
Page 48 4. In the Plugged Terminals section, located in the bottom right section, double-click on the device to which you want to connect. 5. In the Local browser (left side) pane, select the folder where you extracted the Ingenico devices forms/package.
Page 49 Using Ingenico Tetra External Devices 6. Select the FORMS.TGZ or QRFORMS.TGZ file in the middle pane and drag it into the Connected device pane. LLT will automatically select the appropriate directory on the terminal to place the file in. 7. LLT will show the progress of the file transfer. Once the transfer is at 100%, you can disconnect the terminal.
Page 50 Using Ingenico Tetra External Devices 8. In the Plugged Terminals section in the bottom right corner, double-click on the terminal to disconnect. The PIN Pad should automatically reboot. Document v4.2 | UTG v3223+ © 2024 Shift4. All rights reserved. External Use NDA...
Page 51 Editing Shift4 Template Forms for Ingenico TETRA Devices Ingenico devices include editable forms. This allows merchants to add specific wording and logos on individual forms or in the background of every form. Portions of the Shift4 template forms, such as images, button placement, and text placement, can be edited with the Ingenico Form Builder.
Page 52 Using Ingenico Tetra External Devices The following table provides descriptions for the Shift4 forms or file names for the Ingenico TETRA devices. File Name Form Name Form Description Version (Do Not Change) Advertisement When the system is idle, it displays this ADS.K3Z...
Page 53 Using Ingenico Tetra External Devices File Name Form Name Form Description Version (Do Not Change) Displays the approved/declined Approved/Declined APPDAPP.K3Z message for EMV transactions. Displays the amount confirmation Amount Verification BAMTV.K3Z screen. Displays the approved/declined Approved/Declined BAPPDAPP.K3Z message for non-EMV transactions.
Page 54 Using Ingenico Tetra External Devices File Name Form Name Form Description Version (Do Not Change) Displays the card entry screen for the cardholder to insert/swipe/tap their card. Includes buttons for WeChat Pay Insert/Swipe Card CARD.K3Z and Alipay if the payment type is supported.
Page 55 Using Ingenico Tetra External Devices File Name Form Name Form Description Version (Do Not Change) Displays the application selection confirmation screen for EMV transactions. EMV Application ECONFIRM.K3Z Confirmation The latest version of this form must be used by the merchant for Canadian support.
Page 56 Using Ingenico Tetra External Devices File Name Form Name Form Description Version (Do Not Change) Displays a menu selection to the cardholder. Used for EMV application Menu MENU.K3Z selection when there are multiple applications to choose from. Used to display various messages to the Message Display MSG.K3Z...
Page 57 Security Settings File CB5BT05000.PGZ masking character to an asterisk. Editing Idle Screen Loop Images for Ingenico TETRA Devices The idle screen (ADS.K3Z) consists of four LoopImage elements that will automatically rotate through a set of images. Main Image: This contains a set of company logo images. The filenames for these images are prefixed with •...
Page 58 Loop Images Editing Overview To edit which images are displayed on a specific loop image element, complete the following steps: Open Ingenico Form Builder and verify that Object Inspector and Property Editor are selected under View on the menu. •...
Page 59 Using Ingenico Tetra External Devices Editing the Main Images To specifically edit the main images, click the main image and click the loop edit button. • Use the shift key or control key on your keyboard to select the custom images or Shift4 default images that you want to loop through.
Page 60 Using Ingenico Tetra External Devices In the LoopImages section, enter the delay time (in milliseconds) before changing a displayed image. The default is 3000 milliseconds for the main image (see image below) and 2000 milliseconds for mobile payments, payment types, and card brands.
Page 61 • To push forms or UPP updates to all compatible devices, complete the following steps: 1. (If applicable) For form changes, create a package of forms using the Ingenico Data Packaging Tool. This file should have a “.TGZ” extension. 2. (If applicable) For UPP updates, you should have a file with an “.OGZ” extension.
Page 62 Using Ingenico Tetra External Devices Note: There should only be one set of forms in the folder. If you have a previous package of forms, make a copy and store in another folder for future use. 4. Create a new text file in the same directory where the package file or UPP version update file is placed and name the file Update.txt.
Page 63 Using Ingenico Tetra External Devices Pushing Forms/Package Updates to Selected Ingenico TETRA Devices Using UTG Stand Alone To push forms/package updates to selected Ingenico TETRA devices, complete the following steps: Complete the first three steps in the UTG Automatic Form Loading and UPP Update section.
Page 64 Using Ingenico Tetra External Devices Using the Ingenico Form Builder To link the custom prompts to the Ingenico Form Builder, complete the following steps: 1. Click Tools > Options. 2. Click Prompts. 3. Click on the SECURPROMPT File line. 4. Browse the directory where you extracted the PIN Pad device forms.
Page 65 11. Select the CUSTPROMPT.XML file and click Open. 12. Click OK to close the Options window. To edit the Shift4 template forms in the Ingenico Form Builder, complete the following steps: 1. From the Form Builder menu, select File > Open and select the form to edit.
Page 66 Using Ingenico Tetra External Devices Replacing Inoperable PIN Pads Two solutions are available when a PIN pad becomes inoperable during the business day. The first solution requires having a replacement PIN pad device available; the second requires preparing the system with an alternate configuration that does not use a PIN pad, and then switching the system to the alternate configuration if the PIN pad stops operating.
Page 67: Appendix A - Device Maintenance
Using Ingenico Tetra External Devices Appendix A – Device Maintenance The UTG Stand Alone contains a Device Maintenance screen that provides a number of functions for merchants using external devices, such as PIN pads. To get to the Device Maintenance screen, complete the following steps: 1.
Page 68 Using Ingenico Tetra External Devices Button Name Description Download Now Used to download device settings. Verify Forms Verifies that no Shift4 forms are missing for selected devices. Can be used to manually push forms to all similar devices that are selected Push Forms on the Device Maintenance screen.

This manual is also suitable for:

Lane 3600 Lane 5000 Lane 7000 Link 2500 Move 5000