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installing_datacap_netepay
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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 Inc. Let 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** processors. If 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) | ||
| Line 16: | Line 17: | ||
| * 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 ===== | ||
| Line 65: | Line 69: | ||
| + | ===== 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
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