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installing_datacap_netepay [2018/01/22 10:50]
craig [Which computer should NETePay be installed on?]
installing_datacap_netepay [2019/12/31 14:24] (current)
kevin
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-====== Installing ​datacap ​NETePay ======+====== Installing ​Datacap ​NETePay ====== 
 +[[https://​datacapsystems.com/​netepay-support|NetePay]] is created by Datacap Systems Inc and is a third party software solution used for credit/​debit/​gift card processing. ​ Windward System Five communicates with NETePay and NETePay communicates with the PINpad'​s and processor networks.
  
-**For Canadian Mercury EMV with the VX810 Pinpads please follow [[employee:​installing_mercury_emv|these]] instructions.**\\ +  ​* For **Canadian Mercury EMV with the VX810 Pinpads** please follow [[employee:​installing_mercury_emv|these]] instructions.\\ 
-** For Mercury US EMV with vx805 pinpads, please see [[installing_mercury_netepay_for_us-emv|installing mercury ​netepay for US EMV]] **\\+  * For **Mercury US EMV with vx805 pinpads**, please see [[installing_mercury_netepay_for_us-emv|installing mercury ​NETePayfor ​US EMV]] \\
  
-Use with the following processors. ​Windward Software has no processing or support agreements with the following processors and are therefore, they are usable, but unsupported ​by Windward Software IncLet them know that you are processing using datacap NETePay.+Windward Software ​Systems ​has no processing or support agreements with the following processors and are **unsupported ​and untested** processorsIf you choose to use them let you will need to indicate you intend to use datacap NETePay.
   * ChasePayment (USA)   * ChasePayment (USA)
   * Fifth Third Procssing Solution (Host) (NETEPAY 5 only)   * Fifth Third Procssing Solution (Host) (NETEPAY 5 only)
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   * TSYS Vital Visanet (term)   * TSYS Vital Visanet (term)
   * TSYS Vital Summit (Host)   * TSYS Vital Summit (Host)
-Datacap NETePay must be purchased from Windward Software in order to activate it.\\ 
-**Expect some delay in getting a processor and pinpad operating.** 
  
  
-==== If you are switching processors ​from a previous ​processor ​using datacap netepay====+<​note>​Datacap NETePay must be purchased ​from Windward Software in order to activate it.  Allow **several days of setup** to get the processor ​and PINpad'​s operating. 
 +</​note>​
  
-  ​- We recommend you install ​datacap ​NETePay on a different computer than the previous ​datacap ​NETePay, so that both netepay servers are available. ​ Run a test transaction on the new netepay ​server. Wait until you receive your deposit, then switch from the old NETePay server to the new datacap NETePay server. +==== If you are switching processors from a previous processor using Datacap NETePay. ==== 
-  - If you have to install on the same computer, Close your batch from the previous processor first. Uninstall ​datacap netepay ​and all the datacap files. Re-install ​datacap netepay.+ 
 +  ​- We recommend you install ​Datacap ​NETePay on a different computer than the previous ​Datacap ​NETePay, so that both netepay servers are available. ​ Run a test transaction on the new NETePay ​server. Wait until you receive your deposit, then switch from the old NETePay server to the new datacap NETePay server. 
 +  - If you have to install on the same computer, Close your batch from the previous processor first. Uninstall ​Datacap NETePay  ​and all the datacap files. Re-install ​Datacap NETePay ​.
  
  
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   * **HOST** version means that all batched transactions are stored on the processor. ​ The batch is normally automatically settled for you each night. This is the simplest, safest method and is strongly recommended.   * **HOST** version means that all batched transactions are stored on the processor. ​ The batch is normally automatically settled for you each night. This is the simplest, safest method and is strongly recommended.
   *:!: HOST Ensure that your processor has **AUTO CLOSE** turned ON!  There is no method to close the batch using NETePay HOST.\\   *:!: HOST Ensure that your processor has **AUTO CLOSE** turned ON!  There is no method to close the batch using NETePay HOST.\\
-  * **TERMINAL** version means that all batched transactions are stored on YOUR computer until you settle the batch MANUALLY. ​ You must run the NETePay administrator program ​inorder ​to settle the batch.\\+  * **TERMINAL** version means that all batched transactions are stored on YOUR computer until you settle the batch MANUALLY. ​ You must run the NETePay administrator program ​in order to settle the batch.\\
 Windward Software recommends that when you sign up for a merchant account that you select HOST, however some functionality is not available on the HOST version of some processors, such as the ability to perform Pre-Auths. ​ Please contact Craig at Windward Software if you need information on choosing the best processor for your needs.  ​ Windward Software recommends that when you sign up for a merchant account that you select HOST, however some functionality is not available on the HOST version of some processors, such as the ability to perform Pre-Auths. ​ Please contact Craig at Windward Software if you need information on choosing the best processor for your needs.  ​
  
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   * The datacap NETePay program should be installed on a computer that is on all the time.\\   * The datacap NETePay program should be installed on a computer that is on all the time.\\
   * If you are going to use dial-backup (available for some processors with the purchase of datacap dial backup modem) you will need a computer station that has an available serial port and has access to a phone line.  Most of your Point of Sale stations will be using the serial port for the PINpad, so installing on these stations is not recommended.   * If you are going to use dial-backup (available for some processors with the purchase of datacap dial backup modem) you will need a computer station that has an available serial port and has access to a phone line.  Most of your Point of Sale stations will be using the serial port for the PINpad, so installing on these stations is not recommended.
-  * A dedicated ​datacap netepay ​server is recommeded. Consider using a slower out of date computer as a dedicated server which no one will use or mess up. +  * A dedicated ​Datacap NETePay ​server is recommended. Consider using a slower out of date computer as a dedicated server which no one will use or mess up. 
-  * Re-installing ​datacap ​NETePay on a different computer, once activivated, cannot be done without re-licencing. +  * Re-installing ​Datacap ​NETePay on a different computer, once activated, cannot be done without re-licencing. 
-<note warning>Netepay ​should never be installed on an internet accessible server. Do not install on a terminal server session.</​note>​+<note warning>NETePay ​should never be installed on an internet accessible server. Do not install on a terminal server session.</​note>​
  
 +<note tip>​NETePay can use resources on the server, we recommend it be installed on a different machine that is always on and not be on the server.
 +</​note>​
  
 ===== HOST Installation ===== ===== HOST Installation =====
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 +===== Re-installation Information ===== 
 +  * Information on NETePay setup needs to be saved during re-installation. ​ This includes:
 +    - We need to the number of lanes.
 +    - We need to know whether it is host or terminal.
 +    - We need to know which processor we are dealing with.
 +    - We need the complete set of information originally used for the setup.
 +
 +  * NETePay has to be re-licenced when it is re-installed. ​
 +    - Netepay 4 can not be relicensed. Upgrade to Netepay 5 is required.
 +    - As part of a non-booked or Urgent/Tech on site call it would not make sense to perform this task.  You should allow time for this task and book time.
  
 +===== Additional Troubleshooting =====
 +  * Ensure the Microsoft operating system is on our supported list.
 +  * Ensure the Microsoft operating systems is patched with no pending patches that need to be applied.
 +  * Ensure you are using the most up to date installer from the [[http://​www.datacapepay.com/​]] website
 +  * Ensure you have installed using administrator rights on any workstation or server you are installing NETePay. ​ This can be done by right clicking the installer and choosing to "Run as administrator"​.
 +  * You may need to visit their [[https://​datacapsystems.com/​netepay-support|netepay support]] page to search any unknown NETePay software errors experienced.
  
-===== Additional Troubleshooting and Re-installation Information ​ ===== 
-<​code>​ 
-* Information on NETePay setup needs to be saved during install, and needs to be saved  
-somewhere standard 
-  - We need to the number of lanes. 
-  - We need to know whether it is host or terminal 
-  - We need to know which processor we are dealing with 
-  - We need the complete set of information originally used for the setup. 
-* NETePay can use resources on the server, it should often be installed on a different ​ 
-machine that is always on and not be on the server. 
-* NETePay has to be re-licenced when it is re-installed. ​ 
-  - Netepay 4 can not be relicensed. Upgrade to Netepay 5 is required. 
-  - As part of a non-booked or Urgent/Tech on site call it would not make sense to perform ​ 
-this task. We should give ourselves some time and if the install really has to happen we  
-should book it.  
-</​code>​ 
--cm 
installing_datacap_netepay.1516647049.txt.gz · Last modified: 2018/01/22 10:50 by craig