VeriFone MX915 Manual
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VeriFone MX915 Manual

Shift4 p2pe external devices
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Using Verifone MX P2PE 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 Verifone MX915 and MX925 PIN Pad Devices
If you are using Verifone MX P2PE devices, this section will discuss the following:
Setting up your devices to work with Shift4 and UTG
•
Configuration options and settings in UTG
•
Collecting information for Lighthouse Transaction Manager configuration
•
•
Downloading and modifying Shift4 template forms
The Verifone MX 915/925 devices are capable of reading card swipes (magnetic stripe), manual card entry, and QR
code transactions, as well as contactless/NFC transactions. The Verifone MX 915/925 devices support P2PE, line
item display and BIN management. These devices can be connected to UTG via serial, USB, or Ethernet.
Important: To use the Verifone MX915/MX925 devices for QR code
transactions (such as WeChat or Alipay), it is recommended that you
complete the following steps:
•
Update each device that will be processing QR code transactions
to the latest FormAgent version.
Update to the latest Shift4 forms.
•
Document v3.4 | UTG v3223+
© 2024 Shift4. All rights reserved.
External Use NDA
Page 1 of 51
®
(UTG
®
) is required. It may be necessary to adjust

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Summary of Contents for VeriFone MX915

  • Page 1 • Downloading and modifying Shift4 template forms The Verifone MX 915/925 devices are capable of reading card swipes (magnetic stripe), manual card entry, and QR code transactions, as well as contactless/NFC transactions. The Verifone MX 915/925 devices support P2PE, line item display and BIN management.
  • Page 2 Using Verifone MX P2PE External Devices During installation and configuration, the special keys on the Verifone MX 915/925 devices function as follows: • Enter: Select highlighted item • Clear: Backspace • Cancel: Previous screen Verifone MX 925 Verifone MX 915...
  • Page 3 Using Verifone MX P2PE External Devices Shift4 Template Forms Links for Verifone MX915 and MX925 To download and extract the Shift4 template forms, use the links in the table below. Download the template forms here... For this device... Verifone MX915 P2PE https://myportal.shift4.com/downloads/mx915p2peforms.zip...
  • Page 4 • The version number is displayed in the first column. Note: The Verifone MX P2PE devices are set to automatically idle on startup, even when UTG is not running. This causes the Retail Base screen to show briefly before idling.
  • Page 5 Using Verifone MX P2PE External Devices Finding the PCI PTS Version for Verifone MX915 and MX925 Devices To find the PCI PTS version of your device, complete the following steps: 1. On the back of the device, locate the label pictured below.
  • Page 6 Production: The files in the Production folder are signed with the Shift4 production certificate. Test: The files in the Test folder are signed with the Verifone Development certificate. There are also multiple TGZ files in each folder that have the following naming convention: DeviceType-FormAgentVersion-CommunicationType-Environment ...
  • Page 7 • OS: This folder contains the updates for the Verifone OS dl.0625orSC1-2-3to30140200-Gen2-PROD.tgz will update the OS to version 30140200 dl.3014-to-3145200-B-201500627-PROD.tgz will update from 30140200 to 30145200. Do not use this file if you are running serial devices.
  • Page 8 Verifone MX P2PE devices, should request them with the Shift4 certificate. If you have existing Verifone MX P2PE devices, they will have a different certificate loaded. You will need to download the version package from the links above, and send the version package to Verifone. Verifone will need to resign the version package with the same certificate that is loaded on the device.
  • Page 9 If you do not have one of the certificates shown above, you will need to send the version update package to Verifone and have the package signed by Verifone with the same certificate installed on your device. Document v3.4 | UTG v3223+ ©...
  • Page 10 Customer Support to update your UTG rather than using these directions. The serial number on a Verifone MX P2PE 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. To find the serial number, use one of the methods listed below.
  • Page 11 Verifying Encryption Keys on Verifone MX P2PE Devices There are two methods for verifying the Encryption Keys on Verifone 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 12 Using Verifone MX P2PE External Devices 2. Enter the password for access to the configuration menus. • The default password is 166831 but may have been changed. Tip: The password is often changed to 166832. 3. In the menu system, click the Security tab.

  • Page 13: Rebooting The Device

    Tip: The password is often changed to 166832. Accessing Verifone MX System Mode Menu To access the Verifone MX system menu, complete the following steps: 1. With the device displaying the FormAgent screen or one of the idle screens, press and hold the 1, 5 and 9 buttons.

  • Page 14: Setting Serial Communication Parameters

    Port, the COM Port setting is irrelevant. Requirement: Entering 8 for the Baud Rate sets the rate of the physical device to 115200. You must also configure the Verifone MX series device in UTG TuneUp with a Baud Rate of 115200.
  • Page 15 Using Verifone MX P2PE External Devices 6. Set or verify settings as listed in the following table: MX Series Ethernet Configuration Settings Variable Action Required Value Enabled Mode StaticIP or DHCP IP Address † IP address Netmask † Subnet Mask Gateway †...
  • Page 16 Using Verifone MX P2PE External Devices 10. Add the settings listed in the table below: MX Series Ethernet Configuration Settings Section Variable Function Action Required Value Set the device into TCP [REG] SERVER server mode Whatever port you [REG] TERMPRT...
  • Page 17 Using Verifone MX P2PE External Devices 3. Enter the desired Variable from the table above; in this case, it will be SERVER. 4. Press Enter button on the device. This will create a new setting with ~NEW~ as the value.
  • Page 18 Using Verifone MX P2PE External Devices 5. Tap ~NEW~ and enter the desired value. 6. Enter the server value. Document v3.4 | UTG v3223+ © 2024 Shift4. All rights reserved. External Use NDA Page 18 of 51...
  • Page 19 Using Verifone MX P2PE External Devices 7. Press the Enter button on the device to save the setting. Document v3.4 | UTG v3223+ © 2024 Shift4. All rights reserved. External Use NDA Page 19 of 51...
  • Page 20 Using Verifone MX P2PE External Devices UTG Configuration Settings for Verifone MX915 P2PE and MX925 P2PE 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.
  • Page 21 Displaying Line Item Details on the PIN Pad It is possible to display line item details on the Verifone MX P2PE devices. This feature is automatically enabled as long as the POS/PMS supports it and the required forms are loaded on the device. The default forms for the Verifone MX P2PE devices support displaying the line items on the majority of the forms and the line item content is maintained while switching between forms.
  • Page 22 Using Verifone MX P2PE External Devices Configuring Verifone MX P2PE Contactless The Verifone MX P2PE devices have the ability to enable or disable contactless processing. Contactless support is enabled by default. To disable contactless, complete the following steps: 1. In UTG TuneUp, on the Edit Device screen, click the EMV Settings tab.
  • Page 23 Using Verifone MX P2PE External Devices Configuring Verifone MX P2PE EBT Support The Verifone MX P2PE 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.
  • Page 24 Using Verifone MX P2PE External Devices Configuring Verifone MX P2PE Bypass Amount OK Verifone MX P2PE devices have the ability to enable Bypass Amount OK. If selected, the device will not prompt for amount confirmation. Document v3.4 | UTG v3223+ ©...
  • Page 25 Configuring Verifone MX P2PE Line Length Support The Verifone MX P2PE 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 26 Configuring Verifone MX P2PE Debit Key Index The Verifone MX P2PE 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, and 3 are available. The default is 0.
  • Page 27 Using Verifone MX P2PE External Devices Configuring Verifone MX P2PE 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.
  • Page 28 Verifone MX Source Serial Number Support The Verifone MX devices have the ability to download card ranges and EMV settings based on the Shift4 serial number under which UTG is configured. You can view the serial number the UTG is configured for by clicking the Express tab in TuneUp.

  • Page 29: Location Settings

    Using Verifone MX P2PE External Devices Location Settings UTG TuneUp allows you to set location settings: 1. From the Country Code drop-down list, select US (the country code for the United States). 2. In the Currency Code drop-down list, select USD (the currency code for the United States dollar).
  • Page 30 Using Verifone MX P2PE External Devices Configuring Reboot Time The Reboot Time option is provided to satisfy a PCI PTS requirement for devices that are PCI PTS version 4.X and above. To satisfy the PCI PTS 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 31 Using Verifone MX P2PE External Devices Verifone MX P2PE Tip UTG TuneUp allows you to configure Tip settings for Verifone MX P2PE devices. If Enable Tip is selected, there are three configuration options to choose from when prompting for a tip: •...
  • Page 32 Using Verifone MX P2PE 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 33 Using Verifone MX P2PE External Devices Verifone MX P2PE Form Flexibility The Verifone MX P2PE devices provide the merchant the ability to modify the current Verifone PIN Pad forms to match their branding. Downloading the Shift4 Template Forms for Verifone MX P2PE...
  • Page 34 ZIP file and extract the files to a temporary directory. The files will include the following: MX Downloader: Verifone’s tool used to push files to Verifone devices. • • MX_FormMgr_3.03B: Verifone’s Form Manager tool used to customize forms.
  • Page 35 Using Verifone MX P2PE External Devices Using the Verifone MX Downloader to Load the Template Forms Verifone MX Downloader allows users to load forms onto the Verifone MX devices. Requirement: Close all programs and shut down all services using the Verifone device, including UTG and UTG Service, before loading forms.
  • Page 36 Using Verifone MX P2PE External Devices 5. Select the Com Port that the device is plugged into and set the Baud Rate to 115200 6. Select Send SFL Command. 7. Click Send. Document v3.4 | UTG v3223+ © 2024 Shift4. All rights reserved.
  • Page 37 Editing Shift4 Template Forms for Verifone MX P2PE Devices Verifone 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 Verifone Form Manager.
  • Page 38 Using Verifone MX P2PE External Devices The following table provides names and descriptions of the Shift4 forms for the Verifone MX P2PE devices. File Name Form Name Form Description (Do Not Change) AMOUNTOK Amount Verification This displays the amount confirmation screen.
  • Page 39 Using Verifone MX P2PE External Devices File Name Form Name Form Description (Do Not Change) Alphanumeric Input This is for alphanumeric keyboard input with left Left (Not Password S4INPUTAL to right input. Protected) Alphanumeric Input This is for alphanumeric keyboard input with...
  • Page 40 Using Verifone MX P2PE External Devices Editing Idle Screen Loop Images for Verifone P2PE Devices The idle screen (IDLE – [device]) consists of four looped image elements that will automatically rotate through a set of images. • Main Image: This contains a set of company logo images. The filename for selecting these images is ad0.eet.
  • Page 41 Using Verifone MX P2PE External Devices Getting Started To begin editing the idle screen loop images, complete the following steps: 1. Open the Verifone FormManager INTEGRATOR. • Select File > Open Application. • Locate the forms folder and select either the Shift4_MX915_FORMS.App or the Shift4_MX925_FORMS.APP file.
  • Page 42 Using Verifone MX P2PE External Devices Editing the Main Section of Forms To edit the main images that will loop through, complete the following steps: 1. Right-click on the main image. 2. In the Animation Properties section, in the Frame delay (ms): field, enter the desired delay time (in milliseconds) before changing a displayed image.
  • Page 43 Using Verifone MX P2PE External Devices Locate the desired forms folder. • From the folder, select ad0.eet for the main images and click Open. • • In the Frame Delay in msec: box, enter the same number you entered earlier in the Frame delay (ms): box in the Animation Properties section.
  • Page 44 • To push forms or FormAgent/XPI updates to all compatible devices, complete the following steps: 1. (If applicable) For form changes, create a package of forms using the Verifone Form Manager. This file should have a “.TGZ” extension. 2. (If applicable) For FormAgent/XPI updates, you should have a file with a “.TGZ” extension. This file must come from Verifone since Verifone has a package signature process that is merchant specific.
  • Page 45 Using Verifone MX P2PE External Devices 4. Create a new text file in the same directory where the package file is placed and name the file Update.txt. The Update.txt file should not contain any content. It is simply for triggering the update.
  • Page 46 Pushing Forms/Package Updates to Selected Verifone MX P2PE Devices Using UTG Stand Alone To push forms/package updates to selected Verifone MX P2PE devices, complete the following steps: 1. Complete the first three steps in the UTG Automatic Form Loading and FormAgent/XPI Update section.
  • Page 47 Using the Verifone Form Manager To edit the Shift4 template forms in the Verifone Form Manager, complete the following steps: 1. From the Verifone Form Manager menu, select File > Open Application and select the application to edit, then click Open.
  • Page 48 Converting a Verifone MX Non-P2PE Device to P2PE Verifone has the capability to remote key inject devices. This feature can be used to enable P2PE on non-P2PE devices without having to ship them out for key injection. To update a non-P2PE device to P2PE, complete the following steps: 1.
  • Page 49 Using Verifone MX P2PE 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 50: Appendix A - Device Maintenance

    Using Verifone MX P2PE 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 51 Using Verifone MX P2PE External Devices The Device Maintenance screen displays any devices that have been configured in UTG and a number of buttons. A description for the use of each button is provided in the table below. Description Button Name Select All Selects all displayed devices.

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Mx925

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